This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Ridge optima
- Established Date
- 05-11-2020
- Office Locations
- 1
Office Locations
About Promenade Wealth
Promenade Wealth is a CFP-led independent advisory providing financial planning and investment management for individuals and families. Led by Anita Gray, the firm helps clients pay down debt, build savings, and create measurable plans for future goals, paired with diversified portfolios using mutual funds and ETFs with an asset-allocation and risk-management approach. Client assets are held at major custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANITA LINDA GRAY
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5073393
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,630,297 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,630,297 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $79,630,297
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $909,147,591 | 16.6% |
| Cash | $1,812,818,390 | 33.1% |
| Equity - Exchange | $607,923,992 | 11.1% |
| U.S. Government/Agency | $2,146,902,746 | 39.2% |
| Total | $5,476,792,719 | 100.0% |