Overview
Assets Under Management: $396 million
Headquarters: CANTON, MA
High-Net-Worth Clients: 150
Average Client Assets: $3 million
Frequently Asked Questions
GRAY PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128547), GRAY PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
GRAY PRIVATE WEALTH, LLC is headquartered in CANTON, MA.
GRAY PRIVATE WEALTH, LLC serves 150 high-net-worth clients according to their SEC filing dated February 05, 2024. View client details ↓
According to their SEC Form ADV, GRAY PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GRAY PRIVATE WEALTH, LLC manages $396 million in client assets according to their SEC filing dated February 05, 2024.
According to their SEC Form ADV, GRAY PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 260
Discretionary Accounts: 260
Regulatory Filings
CRD Number: 128547
Last Filing Date: 2024-02-05 00:00:00
Website: https://grayprivatewealth.com