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Graham Jerome R (Ottsville)


Graham Jerome R is a large advisory firm based in Ottsville. It manages $32 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.

Graham Jerome R provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Graham Jerome R: assets under management

The assets under management (AUM) of Graham Jerome R is $32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graham Jerome R for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ottsville

The principal office where Graham Jerome R performs its advisory services is located at 6 Hayden Ln, Ottsville, PA 18942, 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 610-291-7842 or by fax 610-847-2372. The normal business hours are 8am to 4:30pm on Monday - Friday.


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