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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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