GRATTAN FINANCIAL STRATEGIES, INC.
CRD #108449 SEC #801-55656 SAN GABRIEL, CA 626-451-0840
SEC Registered
Total AUM
$317.4M
Discretionary
$149.9M
Employees
3
Clients
251
Accounts
605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $317.4M | $149.9M | $167.5M | 3 | 0 |
| Jan 2025 | $317.4M | $149.9M | $167.5M | 3 | 0 |
| Jan 2024 | $277.7M | $133M | $144.7M | 3 | 0 |
| Jan 2023 | $256.7M | $130.6M | $126.1M | 3 | 0 |
| Jan 2022 | $328.8M | $319M | $9.8M | 3 | 0 |
| Oct 2021 | $285.6M | $278.1M | $7.5M | 3 | 0 |
| Jan 2021 | $285.6M | $285.6M | $0 | 3 | 0 |
| Jun 2020 | $249.7M | $249.7M | $0 | 3 | 0 |
| Feb 2020 | $249.7M | $249.7M | $0 | 3 | 0 |
| Feb 2019 | $207.1M | $207.1M | $0 | 3 | 0 |
| Jan 2018 | $219.5M | $219.5M | $0 | 3 | 0 |
| Feb 2017 | $184.8M | $184.8M | $0 | 3 | 200 |
| Feb 2016 | $160.9M | $160.9M | $0 | 3 | 200 |
| Feb 2015 | $166.5M | $166.5M | $0 | 4 | 200 |
| Mar 2014 | $147.5M | $147.5M | $0 | 3 | 200 |
| Mar 2013 | $119M | $119M | $0 | 3 | 200 |
| Mar 2012 | $109.4M | $109.4M | $0 | 1 | 200 |
| Mar 2011 | $110.1M | $110.1M | $0 | 5 | -- |
| Mar 2009 | $67.2M | $67.2M | $0 | 5 | -- |
| Feb 2007 | $87M | $62M | $25M | 5 | -- |
| Sep 2005 | $76M | $56M | $20M | 5 | -- |
| Jan 2005 | $60M | $48M | $12M | 5 | -- |
| Sep 2004 | $69M | $51M | $18M | 5 | -- |
| Apr 2002 | $60M | $48M | $12M | 5 | -- |
DateOct 2025
Total AUM$317.4M
Discretionary$149.9M
Non-Disc.$167.5M
Employees3
Clients0
DateJan 2025
Total AUM$317.4M
Discretionary$149.9M
Non-Disc.$167.5M
Employees3
Clients0
DateJan 2024
Total AUM$277.7M
Discretionary$133M
Non-Disc.$144.7M
Employees3
Clients0
DateJan 2023
Total AUM$256.7M
Discretionary$130.6M
Non-Disc.$126.1M
Employees3
Clients0
DateJan 2022
Total AUM$328.8M
Discretionary$319M
Non-Disc.$9.8M
Employees3
Clients0
DateOct 2021
Total AUM$285.6M
Discretionary$278.1M
Non-Disc.$7.5M
Employees3
Clients0
DateJan 2021
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients200
DateFeb 2016
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2015
Total AUM$166.5M
Discretionary$166.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$87M
Discretionary$62M
Non-Disc.$25M
Employees5
Clients--
DateSep 2005
Total AUM$76M
Discretionary$56M
Non-Disc.$20M
Employees5
Clients--
DateJan 2005
Total AUM$60M
Discretionary$48M
Non-Disc.$12M
Employees5
Clients--
DateSep 2004
Total AUM$69M
Discretionary$51M
Non-Disc.$18M
Employees5
Clients--
DateApr 2002
Total AUM$60M
Discretionary$48M
Non-Disc.$12M
Employees5
Clients--