Gray Colt Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 333202
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gray Colt Financial Planning LLC is a very small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also accepts hourly engagements, and it runs educational seminars and workshops as part of its client outreach. Investment activity is centered on publicly available pooled funds—principally mutual funds—supplemented by access to third-party alternative managers for strategies such as hedge funds, real estate and private credit. The firm does not list ESG as an active focus, and it operates as a single-state adviser with an owner-managed structure, serving a narrow base of individual and family clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities40%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Matthew Grelck
Managing MemberCRD 6864825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations