CRD: 112537
Gregory Advisors Inc.
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
24 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2002
- Office Locations
- 1
Office Locations
7755 Center Avenue No. 1100 Huntington Beach CA
About Gregory Advisors Inc.
Fee-only, independent RIA providing personalized financial planning and investment management for individuals across life stages. The team follows the CFP Board’s 7-step planning process for new clients and delivers advice under a fiduciary standard. Differentiators include CFP professional guidance and in-firm CPA support for tax planning, with an ongoing monitor-and-adjust approach as goals and circumstances change.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
KATE GREGORY WALKER
Financial Planner
- CRD
- #2418671
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,406,610 | $462,881 |
| Non-Discretionary | $0 | -- |
| Total | $1,406,610 | $462,881 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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