B.b. Graham & Company, Inc.
B.b. Graham & Company, Inc. (CRD# 41533) is a financial advisory firm headquartered in Orange, CA. They manage $172,703,164 in 311 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts311ACCOUNTS
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Average Account Value$555,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI, WY
Jeffre Reininger (CRD# 2688832) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 28 years of experience in the finance industry.
Jonathan Rick (CRD# 4134901) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Lincolnshire, IL and has over 23 years of experience in the finance industry.
Scott Sandus (CRD# 2266566) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 31 years of experience in the finance industry.
Kimberly Vaughn (CRD# 3150408) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Leonard Wyss (CRD# 1284822) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Orange, CA and has over 35 years of experience in the finance industry.
Garry Yee (CRD# 4927888) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Honolulu, HI and has over 17 years of experience in the finance industry.