William GrayCRD Number: 1418020
Current Firm: Reinhart Partners, Inc.
William Gray (CRD# 1418020) is an Investment Advisor Representative working at Reinhart Partners, Inc. in Mequon, WI and has over 31 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Reinhart & Mahoney Capital Management, Inc.||Mequon, WI||Feb 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 1994|
Total Assets Under Management5,262MILLIONS
Total Number of Accounts5,672ACCOUNTS
Average Account Value$927,674
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV