Grattan Financial Strategies, Inc. is an investment advisor registered with the Federal Securities and Exchange Commission pursuant to the Investment Advisors Act of 1940 and the California Department of Corporations under the Corporate Securities Law and the California Administrative Code.
No minimum dollar amount of assets is required for our services. Our fees are based on the amount of assets being managed and the complexity of the client's financial circumstances. Fees may be charged either hourly or as a flat charge for the requested service.
Grattan Financial Strategies, Inc. is comprised of Strategic Business Consultants, a Certified Financial Planner and Investment Managers with diverse backgrounds in financial services and computer technology with a dedication to continuing education.
The main corporate goal is to assist both corporate and individual clients in achieving financial peace-of-mind and independence through sound business management, objective financial planning and investment management, promoting conservation of wealth and long-range positive growth.