Assets Under Management

$205.2M

Number of Clients

225

Number of Advisors

2

Average Client AUM

$912K

AUM per Advisor

$102.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

This brochure supplements the Gragg Financial Brochure and provides information about Gary Bryon Gragg, Jr., CPA/PFS. Bryon has been a Partner of Gragg Financial since January 2000. He has public accounting experience since 1985 and became a CPA in 1989.

Fee Structure

This brochure supplements the Gragg Financial brochure. Refer to the Gragg Financial brochure for fee information.

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Location

Nine East Marion Street, Shelby, NC, 28150

2 Advisors at this firm