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Building 2SHEARER AND GRAY INVESTMENT MANAGEMENT LLC

Map pinPHILADELPHIA, PA
Phone(215) 656-4384
NotebookSEC #801-69784
Total AUM
$23.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE 525, TWO LOGAN SQUARE
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(215) 656-4384

ReceiptFinancials

Total AUM
$23.6M
Accounts
32
Discretionary
$9.5M
Accounts
30
Non-Discretionary
$14.1M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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