B.B. GRAHAM & COMPANY, INC.

CRD 41533 · SEC 801-106968

Visit website

1700 W. KATELLA AVE., ORANGE, CA, 92867, United States

Phone

(714) 628-5200

Fax

714-516-3340

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$321.7M

Discretionary AUM

$176.6M

Team

32 total employees; 32 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	323	$79.2M
High net worth individuals	104	$242.4M

States served

AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, WI, WY, MO, WA, TX, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.BBGRAHAM.COM

Official SEC filing: View on IAPD