7040 N College Ave
Indianapolis, Indiana 46220-1073
Tel: 317-843-8300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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