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Building 2GRAYLARK FINANCIAL, LLC

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Phone720 634 9400
NotebookSEC #801-127663
Total AUM
$19.3M
Employees
3
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
720 634 9400

ReceiptFinancials

Total AUM
$19.3M
Accounts
92
Discretionary
$19.3M
Accounts
92
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$7.1M
HNW Individual Clients
20
AUM
$12.2M

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

None reported

HandshakeAffiliates

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

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