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Building 2GRAY PRIVATE WEALTH, LLC

Map pinCANTON, MA
Phone781.232.2020
NotebookSEC #801-112720
Total AUM
$540.7M
Employees
8
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 ROYALL STREET
SUITE 102
CANTON
MA 02021
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
781.232.2020

ReceiptFinancials

Total AUM
$540.7M
Accounts
296
Discretionary
$540.7M
Accounts
296
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$54.3M
HNW Individual Clients
152
AUM
$418.4M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
8
AUM
$7.3M
Other Clients
25
AUM
$59.4M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYPARITX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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