GRAFF FINANCIAL LLC

Overview

Graff Financial LLC is an independent registered investment adviser focused on individual and small‑family clients. The firm provides financial planning and portfolio management, primarily on a non‑discretionary basis, and charges clients by a percentage of assets under management as well as hourly fees. Their reporting indicates a concentrated, advisory‑led practice rather than a capital‑allocating or multi‑state institutional manager. Investment activity centers on traditional pooled and separately managed account vehicles, supplemented with selected third‑party alternative managers. The firm does not identify as an ESG investor and does not provide pension consulting. The business structure is a single‑owner limited liability company serving a client base made up of individuals and families.

Assets & Accounts

Investments & Alternatives

Location & Offices