Grey Ledge Advisors, LLC
Firm details
- Headquarters
- Guilford, Connecticut
- CRD number
- 124867
- Registered since
- March 27, 2003
- Website
- greyledge.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.22%
- Individuals17.31%
- Pension & Profit Sharing Plans6.82%
- Banking / Thrift Institutions2.75%
- Corporations / Businesses2.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Grey Ledge Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and in business since 2003. The firm positions itself as a capital allocator serving both individual and family clients and institutional accounts. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Grey Ledge lists banking as a business activity and maintains an affiliation with banking/thrift institutions. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Funds49%
- Exchange Traded Equities40%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Colleen Venter
Chief Compliance OfficerCRD 4964085
Contacts
3 of 7
Michael Schulitz
PresidentCRD 2121882
Brant Walker
Senior Vice PresidentCRD 2942850
Scott Albraccio
Senior Vice PresidentCRD 1666088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$281M in ETFs
85%
$240M
14%
$41.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.7M | 34,273 | 9.12% |
Location
Guilford, CT
New Haven
Location
Guilford, CT
Headquartered in Guilford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 1 Park St
- Time zone
- ET (UTC-5)
- Office locations
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