GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Monroe, Louisiana
5.0
1 Review
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Graham, Bordelon, Golson & Gilbert, Inc. is a highly reputable investment advisory firm based in Monroe, LA. With a team of five dedicated professionals, they specialize in providing top-notch investment advisory services to their diverse clientele. Each investment advisor at the firm has an impressive average of approximately $362,130,000 in assets under management, a figure that surpasses the industry average, demonstrating their expertise and success in the field. Their compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charg...
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Assets Under Mgmt

$260.44M

Investment Professionals

5

Locations

0

% 401K & Individual

24%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.