Grey Investment Planning

Grey Investment Planning (CRD# 118394) is a financial advisory firm headquartered in , . They manage $16,110,130 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $619,620
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
  • Other
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.

IL, TX

Financial Advisors at Grey Investment Planning
Showing 1 - 2 of 2 top financial advisors.
1
Susan T. Howard
CRD#: 722592
Cary, IL
93
Wealthminder
score

Susan Howard (CRD# 722592) is an Investment Advisor Representative working at Grey Investment Planning in Cary, IL and has over 22 years of experience in the finance industry.

2
Ronald G. Solyst
CRD#: 821698
Northfield, IL
93
Wealthminder
score

Ronald Solyst (CRD# 821698) is an Investment Advisor Representative working at Grey Investment Planning in Northfield, IL and has over 27 years of experience in the finance industry.

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