Greybox Investments

Greybox Investments (CRD# 174077) is a financial advisory firm headquartered in Birmingham, AL. They manage $165,023,819 in 158 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $1,044,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Greybox Investments
Showing 1 - 4 of 4 top financial advisors.
1
Donie M. Carlson
CRD#: 2375714
2129 1st Ave N, Suite 201, Birmingham, AL 35203

Donie Carlson (CRD# 2375714) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 29 years of experience in the finance industry.

2
Kenneth J. Carlson
CRD#: 1719690
2129 1st Ave N, Suite 201, Birmingham, AL 35203

Kenneth Carlson (CRD# 1719690) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 36 years of experience in the finance industry.

3
Roy R. Rumbley
CRD#: 4800237
2129 1st Ave N, Suite 201, Birmingham, AL 35203

Roy Rumbley (CRD# 4800237) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 19 years of experience in the finance industry.

4
Len P. Rittberg
CRD#: 5035665
2129 1st Ave N, Suite 201, Birmingham, AL 35203

Len Rittberg (CRD# 5035665) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 18 years of experience in the finance industry.

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