Shearer And Gray Investment Management LLC

Shearer And Gray Investment Management LLC (CRD# 148610) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $22,353,048 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $545,196
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

PA

Financial Advisors at Shearer And Gray Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael K. Gray
CRD#: 5634978
700 S. Henderson Rd, Suite 300c, King Of Prussia, PA 19406
93
Wealthminder
score

Michael Gray (CRD# 5634978) is an Investment Advisor Representative working at Shearer And Gray Investment Management LLC in King Of Prussia, PA and has over 8 years of experience in the finance industry.

2
Charles E. Shearer
CRD#: 2410375
700 S. Henderson Rd, Suite 300c, King Of Prussia, PA 19406
90
Wealthminder
score

Charles Shearer (CRD# 2410375) is an Investment Advisor Representative working at Shearer And Gray Investment Management LLC in King Of Prussia, PA and has 1 year of experience in the finance industry.

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