# Grattan Financial Strategies

Grattan Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108449
- **SEC file number:** 801-55656
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-07T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108449

## About

Grattan Financial Strategies, Inc. is an SEC-registered investment adviser in San Gabriel, CA, registered since 1998. The firm manages $353 million in assets, with $158 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Is there any publicly known investment activity for Grattan Financial Strategies?

None has been identified in public records, regulatory filings, or press reports. No portfolio companies, fund commitments, or co-investments are attributable to the entity as of mid-2026.

### How can a GP or allocator contact Grattan Financial Strategies?

No contact channels — website, investor-relations email, or known intermediary — are available. The entity does not appear in standard capital-introduction networks or institutional databases, making inbound contact effectively impossible through public means.

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Last updated: 2026-07-06T01:24:17.509Z

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