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Building 2GREY LEDGE ADVISORS, LLC

Map pinGUILFORD, CT
Phone203-453-9075
NotebookSEC #801-61932
Total AUM
$616M
Employees
12
Clients
889

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PARK STREET
GUILFORD
CT 06437
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
203-453-9075

ReceiptFinancials

Total AUM
$616M
Accounts
1,575
Discretionary
$616M
Accounts
1,575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
657
AUM
$106.6M
HNW Individual Clients
142
AUM
$432.6M
Banking Clients
1
AUM
$16.9M
Pension/Profit Sharing Plan Clients
55
AUM
$42M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
33
AUM
$16.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
AD-HOC SERVICES, CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMAMDMENCNENHNJNYOKPARISCTX

HandshakeAffiliates

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

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