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Building 2PARISI GRAY WEALTH MANAGEMENT, LLC

Map pinMENDHAM, NJ
Phone973-358-4921
NotebookSEC #801-108904
Total AUM
$796M
Employees
7
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 COLD HILL ROAD S
SUITE 1
MENDHAM
NJ 07945
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
973-358-4921

ReceiptFinancials

Total AUM
$796M
Accounts
1,083
Discretionary
$781.8M
Accounts
1,059
Non-Discretionary
$14.3M
Accounts
24

ContactClients

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Individual Clients
95
AUM
$40.2M
HNW Individual Clients
108
AUM
$755.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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