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Home > Retirement Planners > massachusetts > canton > GRAY PRIVATE WEALTH, LLC
GRAY PRIVATE WEALTH, LLC
150 Royall Street
Suite 102
Canton, Massachusetts 02021
Tel: 781.232.2020
About GRAY PRIVATE WEALTH, LLC
GRAY PRIVATE WEALTH, LLC, formally registered with the SEC as GRAY PRIVATE WEALTH, LLC. The firm was established in 03/29/2018. They have over 1 offices throughout the country.
GRAY PRIVATE WEALTH, LLC is a Canton, Massachusetts based Financial Planning firm with nearly $395,903,370 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128547 |
| SEC# | 801-112720 |
| Assets Managed by Firm | $395,903,370 |
| No. of Clients | 260 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 260 | $395,903,370 |
| Individuals (other than high net worth individuals) | 103 | $35,463,466 |
| High net worth individuals | 131 | $313,648,845 |
| Charitable organizations | 1 | $1,027,545 |
| Corporations or other businesses | 4 | $1,854,721 |
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