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Building 2GREGORY ADVISORS INC.

Map pinHUNTINGTON BEACH, CA
Phone714-372-2299
NotebookSEC #801-67318
Total AUM
$26.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7755 CENTER AVENUE, SUITE 1100
HUNTINGTON BEACH
CA 92647
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
714-372-2299

ReceiptFinancials

Total AUM
$26.4M
Accounts
57
Discretionary
$26.4M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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