Gray Fiancial Group Inc. is a large advisory firm based in Atlanta. It manages $575 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Georgia, Illinois, Michigan, and Texas.
Gray Fiancial Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gray Fiancial Group Inc. is $575 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gray Fiancial Group Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Laurence Oneal Gray has been acting as President since 1 Jan 1991. Peter Michael Lupoff has served as the Chief Investment Officer since 1 Oct 2012. Marc Winton Hardy joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.
The principal office where Gray Fiancial Group Inc. performs its advisory services is located at 3333 Piedmont Road, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Bloomfield Hills, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (404) 883-2500 or by fax (404) 883-2501. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.egrayco.com.