Gray Wealth Management Inc
- Assets, Funds, Holdings
| Gray Wealth Management Inc
|
| CRD # | 142613 |
| SEC # | 801-113303 |
| CIK # | 0001928877, 0001958397 |
| AUM |
|
| Employees |
11 (27% Investors, 0% Brokers)
|
| Phone | 207-992-2819 |
| Address | 128 Broadway
Bangor, ME 04401 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
842
|
108.3 |
| (b) Individuals (high net worth individuals) |
113
|
205.2 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
8 |
5.6 |
| (h) Charitable organizations |
5 |
8.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
12 |
1.7 |
| (n) Other |
0 |
0.0 |
| Total |
2,066 |
328.8 |
| By Discretionary |
| Discretionary |
2,057 |
322.0 |
| Non-Discretionary |
9 |
6.8 |
| Total |
2,066 |
328.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
328.8 |
| Total |
2,066 |
328.8 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
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