Graylark Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 325833
- Registered since
- April 17, 2023
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.58%
- Individuals21.02%
- Corporations / Businesses0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Graylark Financial, LLC is an independent, individual-owned RIA organized as an LLC that serves individuals and families on a fee‑for‑assets basis. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator through the selection of third‑party advisers. It is registered in Colorado and South Carolina and is affiliated with an insurance company. The firm does not describe itself as an active ESG investor.
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 Funds98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1
Brian Gray
CEOCRD 4957599
Contacts
1 of 1
Ashley Gray
Co-Owner and DirectorCRD 7793242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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