GRAYPOINT LLC

4 Tower Place
Suite 1001
Albany, New York 12203-3710
Tel: (518) 641-6860

About GRAYPOINT LLC

GRAYPOINT LLC, formally registered with the SEC as GRAYPOINT LLC. The firm was established in 06/14/2005. They have over 2 offices throughout the country.

GRAYPOINT LLC is a Albany, New York based Financial Planning firm with nearly $3,874,573,983 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135950
SEC#	801-64417
Assets Managed by Firm	$3,874,573,983
No. of Clients	579
No. of Advisors	57

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FAMILY LIMITED PARTNERSHIPS/FAMILY OFFICE SERVICES; CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	579	$3,874,573,983
Individuals (other than high net worth individuals)	177	$81,773,933
High net worth individuals	292	$2,263,298,698
Pension and profit sharing plans	21	$56,250,973
Charitable organizations	59	$406,071,252
Corporations or other businesses	10	$874,928,718

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