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).
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Total Assets Under Management40MILLION
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Total Number of Accounts169ACCOUNTS
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Average Account Value$239,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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.
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.
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.