Investment adviser · CRD 110274

GERALD L. RAY & ASSOCIATES, LTD.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 17, 2017

Regulatory AUM
$831M
Form ADV · Item 5.F
Client accounts
680
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

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: Mar 17, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1445 ROSS AVENUE, SUITE 5600
DALLAS, TX, 75202, United States

CRD 110274

Filing source

Form ADV 1068937 · Mar 17, 2017 · 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.