GREGORY ADVISORS INC.
Total AUM
$26.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7755 CENTER AVENUE, SUITE 1100
HUNTINGTON BEACH
CA 92647
United States
HUNTINGTON BEACH
CA 92647
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
714-372-2299
Financials
Total AUM
$26.4M
Accounts
57Discretionary
$26.4M
Accounts
57Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.