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Gregory Advisors Incorporated (Huntington Beach)


Gregory Advisors Incorporated is an adviser based in Huntington Beach. It manages $26.38 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.

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Gregory Advisors Incorporated provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregory Advisors Incorporated: assets under management

The assets under management (AUM) of Gregory Advisors Incorporated is $26.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $462.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gregory Advisors Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Huntington Beach

The principal office where Gregory Advisors Incorporated performs its advisory services is located at 7755 Center Avenue, Suite 1100, Huntington Beach, CA 92647, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-372-2299 or by fax 714-372-4935. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at http//www.gregoryandassociates.com.


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