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CH DOUGLAS & GRAY WEALTH MANAGEMENT

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

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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 StatusApproved
Firm CRD#142352
SEC#801-121265
Assets Managed by Firm$187,193,987
No. of Clients523
No. of Advisors7

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 ClientsAUM
Firm Total523$187,193,987
Individuals (other than high net worth individuals)47$113,848,774
High net worth individuals110$47,676,319
Pension and profit sharing plans6$11,638,858
Charitable organizations10$7,280,438
Other investment advisers2$6,749,598

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