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Building 2DORION-GRAY RETIREMENT PLANNING, INC.

Map pinCRYSTAL LAKE, IL
Phone815-459-6800
NotebookSEC #801-62870
Total AUM
$66M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2602 IL ROUTE 176
CRYSTAL LAKE
IL 60014-2225
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
815-459-6800

ReceiptFinancials

Total AUM
$66M
Accounts
409
Discretionary
$62M
Accounts
372
Non-Discretionary
$4M
Accounts
37

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SEMINARS & WORKSHOPS, ADVISORY PANELS AND RADIO TALK SHOWS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZFLTXWI

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

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