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Building 2CH DOUGLAS & GRAY WEALTH MANAGEMENT

Map pinINDIANAPOLIS, IN
Phone317-843-8300
NotebookSEC #801-121265
Total AUM
$187.2M
Employees
7
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7040 N COLLEGE AVE
INDIANAPOLIS
IN 46220-1073
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
317-843-8300

ReceiptFinancials

Total AUM
$187.2M
Accounts
523
Discretionary
$175.5M
Accounts
516
Non-Discretionary
$11.7M
Accounts
7

ContactClients

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Individual Clients
110
AUM
$47.7M
HNW Individual Clients
47
AUM
$113.8M
Pension/Profit Sharing Plan Clients
6
AUM
$11.6M
Charitable Organization Clients
10
AUM
$7.3M
Investment Advisor Clients
2
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINTX

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

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