CH DOUGLAS & GRAY WEALTH MANAGEMENT

7040 N College Ave
Indianapolis, Indiana 46220-1073
Tel: 317-843-8300

About CH DOUGLAS & GRAY WEALTH MANAGEMENT

CH DOUGLAS & GRAY WEALTH MANAGEMENT, formally registered with the SEC as CH DOUGLAS & GRAY WEALTH MANAGEMENT. The firm was established in 05/20/2021. They have over 1 offices throughout the country.

CH DOUGLAS & GRAY WEALTH MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $187,193,987 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142352
SEC#	801-121265
Assets Managed by Firm	$187,193,987
No. of Clients	523
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	523	$187,193,987
Individuals (other than high net worth individuals)	47	$113,848,774
High net worth individuals	110	$47,676,319
Pension and profit sharing plans	6	$11,638,858
Charitable organizations	10	$7,280,438
Other investment advisers	2	$6,749,598

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