Grayeli Investment Management

Overview

Grayeli Investment Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individuals and families as well as institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Grayeli also operates as an insurance broker, which appears to be integrated with its advisory offering. The firm does not position itself as an active ESG investor and is not set up as a multi-state adviser. It is classified as an independent RIA with an individual owner; other organizational details such as year of SEC registration are not provided in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives