Gragg Financial, a small investment advisory firm based out of Shelby, NC, boasts an impressive portfolio, serving over 150 individual clients with assets under management totaling more than $148,714,000. With a singular office location, they offer a range of services including accounting solutions, positioning themselves as a versatile accountant or accounting firm. While employer funds constitute a significant portion of their assets under management, at least 30% is represented by 401K and individual accounts. Notably, Gragg Financial manages all of their clients' assets on a discretionary basis, ensuring comprehensive contro...