Gray Lake Advisors
RIASEC Registered
Total AUM
$262K
Discretionary
$262K
100% of AUM
Avg account
$87.3K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332942
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gray Lake Advisors operates as a limited liability company focused on portfolio management for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management (AUM) and does not engage in active environmental, social, and governance (ESG) investing. As a relatively new entity in the financial advisory landscape, Gray Lake Advisors is unclassified and does not serve as a pension consultant or have affiliations with other advisory firms.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Russell Owen
Managing Member and Investment AdvisorCRD 7311227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations