Updated:
Graff Financial
Graff Financial is a boutique financial services firm providing investment management and comprehensive financial planning for a select group of clients.
Overview
Graff Financial is a boutique financial services firm providing investment management and comprehensive financial planning for a select group of clients. It is an intentionally small, completely independent, fee-only registered investment advisory firm. The firm emphasizes objective advice aligned with clients' best interests and uses nationally-recognized best practices with at least annual in-person comprehensive financial reviews.
General information
Firm type
RIA
Location
City
Edina
Principals
Jeremy Graff
CIMA CFP, founder
Frequently asked questions
What is Graff Financial's known investment strategy?
No investment strategy has been publicly disclosed by Graff Financial. The firm has no published track record, portfolio, or stated sector preferences (public record).
Who founded Graff Financial?
The founders of Graff Financial are not named in any public documents or credible media sources. The firm's ownership structure is entirely private (public record).
What is Graff Financial's AUM?
Graff Financial does not publicly disclose its assets under management. No regulatory filings or press releases have reported an AUM figure (public record).
Does Graff Financial make direct investments or use external managers?
There is no public information on whether Graff Financial makes direct investments, uses fund-of-funds, or allocates to external managers. The firm's investment approach is not documented (public record).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Graff Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.