Graf Financial Advisors, LLC is an adviser based in Wayne. It manages $54.22 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2003.
Graf Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Graf Financial Advisors, LLC is $54.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Graf Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Graf Financial Advisors, LLC performs its advisory services is located at 1680 Route 23, Suite 110, Wayne, NJ 07470, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-633-9199 or by fax 973-305-8213. The normal business hours are 8:30 - 5:30 on Monday - Friday.