Grayeli Investment Management
RIAState Registered
Total AUM
$17.9M
Discretionary
$17.8M
100% of AUM
Avg account
$245K
Accounts
73
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 115557
- Website
- www.grayeli.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.76%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Grayeli Investment Management is an independent, individually owned RIA that serves both individual and family clients as well as institutional relationships. The firm combines portfolio management and financial planning with insurance brokerage capabilities, and offers pension consulting as part of its advisory services. It charges clients on a percentage-of-AUM basis and does not operate as a capital allocator to third‑party managers. The firm does not position itself as an ESG investor.
Assets & Accounts
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 Funds88%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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