Grey Ledge Advisors, LLC

RIASEC Registered

Total AUM

$616M

Discretionary

$616M

100% of AUM

Avg account

$391K

Accounts

1,575

Employees

Advisory reps

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

FINTRX

Overview

Grey Ledge Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2003. Organized as an LLC with a domestic/individual ownership structure, the firm serves both individual and family clients as well as institutional clients and functions as a capital allocator. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Grey Ledge charges clients through a mix of percentage-of-AUM fees, hourly billing and fixed fees, and it participates in banking-related activities and industry affiliations tied to banking or thrift institutions. The firm does not position itself as an ESG-focused investor.