Gregory Advisors Inc.

Gregory Advisors Inc. (CRD# 112537) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $40,475,065 in 169 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7755 Center Avenue, No. 1100, Huntington Beach, CA 92647
https://www.facebook.com/gregory-advisors-incorporated-100920348046582/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $239,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Gregory Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James Ripley, financial advisor Fullerton CA
James P. Ripley
CRD#: 1769858
1501 E. Orangethorpe Avenue, Suite 210, Fullerton, CA 92831

James Ripley (CRD# 1769858) is an Investment Advisor Representative working at Gregory Advisors Inc. in Fullerton, CA and has 1 year of experience in the finance industry.

2
Kate Walker, financial advisor Huntington Beach CA
Kate G. Walker
CRD#: 2418671
7755 Center Ave., , Suite 1100, Huntington Beach, CA 92647

Kate Walker (CRD# 2418671) is an Investment Advisor Representative working at Gregory Advisors Inc. in Huntington Beach, CA and has over 30 years of experience in the finance industry.

3
Angel Mendez, financial advisor Huntington Beach CA
Angel Mendez
CRD#: 7771944
7755 Center Avenue, No. 1100, Huntington Beach, CA 92647

Angel Mendez (CRD# 7771944) is an Investment Advisor Representative working at Gregory Advisors Inc. in Huntington Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals