Graham Bordelon & Co Inc is a large advisory firm based in Monroe. It manages $246.02 million of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.
Graham Bordelon & 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 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Graham Bordelon & Co Inc is $246.02 million. The firm's AUM has grown by 156% 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 Graham Bordelon & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gary Gordon Graham has been acting as President since 1 Jan 1986. Jeffrey Key Golson joined the executive team most recently as the Vice President/Chief Compliance Officer.
The principal office where Graham Bordelon & Co Inc performs its advisory services is located at 2401 Tower Drive, Monroe, LA 71201, 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 318-322-7157 or by fax 318-325-2067. The normal business hours are 8am-12pm & 1pm-5pm on Monday - Friday. You can find more information about the New York firm at www.grahambordelon.com.