Gray & Company

Gray & Company (CRD# 109349) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,988,024,014 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,988
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $134,811,460
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Gray & Company
Showing 1 - 2 of 2 top financial advisors.
1
Brad E. Lyons
CRD#: 1616600
3333 Piedmont Road, Suite 1250, Atlanta, GA 30305
93
Wealthminder
score

Brad Lyons (CRD# 1616600) is an Investment Advisor Representative working at Gray & Company in Atlanta, GA and has over 27 years of experience in the finance industry.

2
Kurt F. Lofters
CRD#: 4568334
3333 Piedmont Road, Suite 1250, Atlanta, GA 30305
73
Wealthminder
score

Kurt Lofters (CRD# 4568334) is an Investment Advisor Representative working at Gray & Company in Atlanta, GA and has over 13 years of experience in the finance industry.

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