G
$17.9M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
-- Reston VA
About Grayeli Investment Management
Grayeli Investment Management is a Reston, VA advisory led by Mehdi Grayeli providing investment management, goal-based financial planning, and insurance protection. The practice emphasizes asset allocation and portfolio construction using public funds and ETFs, and serves entrepreneurs and other individuals alongside institutional relationships. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$17.9M AVG AUM / ADVISOR
$687.2K AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MEHDI GRAYELI
Advisor, President
- CRD
- #2078884
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,825,141 | -- |
| Non-Discretionary | $42,490 | -- |
| Total | $17,867,631 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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