GROGAN ADVISORY SERVICES, LLC

GROGAN ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 156611). Regulatory assets under management: $8.6M.

Registration

• CRD: 156611
• Type: Registered investment adviser
• Phone: 4235571908
• Latest filing: 2026-02-06
• Regulatory AUM: $8.6M
• Discretionary AUM: $8.6M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search