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GRAHAM, BORDELON, GOLSON & GILBERT, INC.

MONROE, LA · CRD 104612 · IAPD ↗ · gbggwealth.com · 318-322-7157

$420.8MRegulatory AUM
4Advisory reps
4Employees
15Clients
11-25Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — GRAHAM, BORDELON, GOLSON & GILBERT, INC. reported RAUM up 29% ($291.6M -> $375.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.