GRAY PRIVATE WEALTH, LLC
Firm details
- Headquarters
- CANTON, Massachusetts
- CRD number
- 128547
- Registered since
- March 29, 2018
- Website
- grayprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.39%
- Other10.98%
- Individuals10.05%
- Corporations / Businesses1.35%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gray Private Wealth, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers; the firm also acts as a capital allocator. Compensation is through percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Gray Private Wealth does not identify as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. The firm lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds56%
- Exchange Traded Equities38%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1JUSTIN KLUNDER
Partner, Chief Investment OfficerCRD 6318094
Contacts
3 of 6RICHARD HIRSCHEN
PartnerCRD 6045439
JAMES DELEO
Leading PartnerCRD 5291653
KELLY BERARDI
PartnerCRD 7323148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$189M in ETFs
100%
$189M
0%
$378K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $88.8M | 135,965 | 47.02% |
Location
CANTON, MA
NORFOLK
Location
CANTON, MA
Headquartered in CANTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 150 Royall St
- Time zone
- ET (UTC-5)
- Office locations
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