Investment adviser · CRD 112537

GREGORY ADVISORS INC.

Investment adviser filing (IA)

GREGORY ADVISORS INCORPORATED

HUNTINGTON BEACH, CA, United States · Form ADV filed May 14, 2012

Regulatory AUM
$26.4M
Form ADV · Item 5.F
Client accounts
57
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: May 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7755 CENTER AVENUE, SUITE 1100
HUNTINGTON BEACH, CA, 92647, United States

CRD 112537

Filing source

Form ADV 645665 · May 14, 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.