Grey Investment Planning
Grey Investment Planning (CRD# 118394) is a financial advisory firm headquartered in , . They manage $16,095,534 in 16 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Grey Investment Planning
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$1,005,971
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, TX
Financial Advisors at Grey Investment Planning
1
Ronald Solyst (CRD# 821698) is an Investment Advisor Representative working at Grey Investment Planning in Westfield, IN and has over 33 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.