← Back to list

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

UUIDec3379e8-7b98-5120-b07b-01c4890c326d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 104612 104612 1.0
sec_file_number 801-25887 801-25887

Profile

Websitehttps://www.gbggwealth.com/
HQ CityMONROE
HQ StateLA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)375,002,796.0
  • RAUM (discretionary)369,900,794.0
  • Actionable assets337,990,813.0
  • Accounts324.0

Institutional Clients

  • Government AUM
  • Pension AUM5,102,003.0
  • Charitable AUM1,311,287.0
  • HNW AUM327,580,186.0

As of 2025-04-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.