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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion legacyPathway +more
- Established Date
- 04-28-2022
- Office Locations
- 1
Office Locations
About Gray Wealth Strategies LLC
Gray Wealth Strategies is a Bend, OR-based fiduciary, flat-fee wealth management firm serving pre-retirees and retirees locally and virtually nationwide. Founder Andrew Gray (CFP, CRPC) provides actionable retirement planning and investment management built around a clear retirement roadmap, tax-aware guidance, and low-cost, globally diversified index-fund portfolios, with transparent pricing and no commissions; client accounts are custodied at Charles Schwab.
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Owner & Executives
ANDREW DAVID GRAY
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #5246929
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,038,123 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,038,123 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,038,123
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,223,561,041 | 21.7% |
| Equity - OTC | $1,240,476,632 | 22.0% |
| Corporate - Investment Grade | $608,961,256 | 10.8% |
| Cash | $1,251,753,692 | 22.2% |
| Corporate - Non-Investment Grade | $1,313,777,524 | 23.3% |
| Total | $5,638,530,145 | 100.0% |