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Building 2JOAN BAUER & DORION GRAY FINANCIAL SERVICES, INC.

Map pinCRYSTAL LAKE, IL
Phone815-455-4963
NotebookSEC #801-57943
Total AUM
$25M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 MEMORIAL DRIVE
SUITE 200
CRYSTAL LAKE
IL 60014
USA
Operating Hours
8:00 A.M. - 5:00 P.M
Monday - Friday
Phone
815-455-4963

ReceiptFinancials

Total AUM
$25M
Accounts
100
Discretionary
$0
Accounts
0
Non-Discretionary
$25M
Accounts
100

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

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

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