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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | E | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, GEORGENE, MARIE | I | PRESIDENT | D | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | C | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | B | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | B | Control |
| GRATTAN, CHRIS, MICHAEL | I | EXCUTIVE V.P. | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | V.P. OPERATIONS | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| GRATTAN, DANIEL, VINCENT | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (1)
CA
Address
8814 HUNTINGTON DRIVESAN GABRIEL, CA 91775-1271
United States
Phone: 626-451-0840