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GREY MOUNTAIN PARTNERS
1905 Walnut Street
Suite 7326
Boulder, Colorado 80302
Tel: 303-449-5692
About GREY MOUNTAIN PARTNERS
GREY MOUNTAIN PARTNERS, formally registered with the SEC as GREY MOUNTAIN PARTNERS. The firm was established in 03/29/2012. They have over 1 offices throughout the country.
GREY MOUNTAIN PARTNERS is a Boulder, Colorado based Financial Planning firm with nearly $39,744,850 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161116 |
| SEC# | 801-74359 |
| Assets Managed by Firm | $39,744,850 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $39,744,850 |
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