Overview
Assets Under Management: $329 million
Headquarters: BANGOR, ME
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Frequently Asked Questions
GRAY WEALTH MANAGEMENT, INC 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 #142613), GRAY WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
GRAY WEALTH MANAGEMENT, INC is headquartered in BANGOR, ME.
GRAY WEALTH MANAGEMENT, INC serves 113 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, GRAY WEALTH MANAGEMENT, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
GRAY WEALTH MANAGEMENT, INC manages $329 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, GRAY WEALTH MANAGEMENT, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,066
Discretionary Accounts: 2,057
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 142613
Last Filing Date: 2024-03-20 00:00:00
Website: https://vancegray.com