Graham Bordelon & Co Inc (Monroe)

Name: Graham Bordelon & Co Inc
Address: 2401 Tower Drive, Monroe, LA, 71201
Telephone: 318-322-7157

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.

Graham Bordelon &: assets under management

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 firm manages $160.14 million in discretionary accounts and $85.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $724.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $773.65 thousand.

Fees & Commissions

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.

Careers at Graham Bordelon & Co Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Edwin Bordelon	Vice-president/sec treas	1 Jan 1986	25% - 50%	1182445
Gary Gordon Graham	President	1 Jan 1986	25% - 50%	1173717
Gary L. Pesnell	Vice president	1 Jan 1986	Other	4134771
Jeffrey Key Golson	Vice-president	1 Jan 1998	Other	1457878
William B Hanks	Vice president	1 Jan 2006	Other	5098045
Micheal Bruce Gilbert	Vice president	1 Jan 2006	Other	4139413
Jeffrey Key Golson	Vice president/chief compliance officer	1 Jul 2013	25% - 50%	1457878

Based in Monroe

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.