Grey Investment Planning

Grey Investment Planning (CRD# 118394) is a financial advisory firm headquartered in , . They manage $14,582,001 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,041,572
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 20 years of experience in the finance industry.

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

Ronald Solyst (CRD# 821698) is an Investment Advisor Representative working at Grey Investment Planning in Deerfield, IL and has over 25 years of experience in the finance industry.

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