G
$700.0K Total AUM
$700.0K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2024
- Office Locations
- 1
Office Locations
-- St. Petersburg FL
About Gray Colt Financial Planning LLC
Gray Colt Financial Planning LLC is a St. Petersburg-based RIA. The firm has been operating for 1 years. Managing $700.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$700.0K AVG AUM / ADVISOR
$70.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
M
MATTHEW RYAN GRELCK
Chief Compliance Officer, Managing Member
- CRD
- #6864825
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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