Investment adviser · CRD 114390

DORION-GRAY RETIREMENT PLANNING, INC.

Investment adviser filing (IA)

DORION GRAY FINANCIAL SERVICES INC.

CRYSTAL LAKE, IL, United States · Form ADV filed Jul 11, 2012

Regulatory AUM
$66M
Form ADV · Item 5.F
Client accounts
409
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

2602 IL ROUTE 176
CRYSTAL LAKE, IL, 60014-2225, United States

CRD 114390

Filing source

Form ADV 658997 · Jul 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.