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Building 2GREYBOX INVESTMENTS

Map pinBIRMINGHAM, AL
Phone205-703-0900
NotebookSEC #801-118659
Total AUM
$176.7M
Employees
3
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2301 MORRIS AVENUE
SUITE 105
BIRMINGHAM
AL 35203
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
205-703-0900

ReceiptFinancials

Total AUM
$176.7M
Accounts
212
Discretionary
$176.7M
Accounts
212
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$16M
HNW Individual Clients
32
AUM
$123.3M
Charitable Organization Clients
3
AUM
$26M
Corporation or Business Clients
1
AUM
$11.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFL

HandshakeAffiliates

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

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