G
$261.8K Total AUM
$261.8K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
-- NEW Smyrna Beach FL
About Gray Lake Advisors
Gray Lake Advisors is a New Smyrna Beach, FL investment advisory firm focused on retail clients. Public profile data indicates portfolios are implemented primarily with ETFs and custody is with Altruist. The firm’s website currently shows as expired, limiting publicly available detail on its services and investment process.
Team overview
-- AVG AGE
$261.8K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Owner & Executives
R
Russell Owen
Chief Compliance Officer, Managing Member
- CRD
- #7311227
- 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 | $261,839 | -- |
| Non-Discretionary | $0 | -- |
| Total | $261,839 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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