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GREYBOX INVESTMENTS
2301 Morris Avenue
Suite 105
Birmingham, Alabama 35203
Tel: 205-703-0900
About GREYBOX INVESTMENTS
GREYBOX INVESTMENTS, formally registered with the SEC as GREYBOX INVESTMENTS. The firm was established in 05/04/2020. They have over 1 offices throughout the country.
GREYBOX INVESTMENTS is a Birmingham, Alabama based Financial Planning firm with nearly $165,023,819 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174077 |
| SEC# | 801-118659 |
| Assets Managed by Firm | $165,023,819 |
| No. of Clients | 158 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 158 | $165,023,819 |
| Individuals (other than high net worth individuals) | 65 | $14,503,558 |
| High net worth individuals | 24 | $76,960,536 |
| Pension and profit sharing plans | 1 | $512,569 |
| Charitable organizations | 4 | $65,324,623 |
| Corporations or other businesses | 1 | $7,722,533 |
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