Thomas
Gray
Ch Douglas & Gray Wealth Management
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About this Advisor
Thomas Gray is a financial advisor based in Indianapolis, Indiana, working with Ch Douglas & Gray Wealth Management. Thomas has previously held positions at Montage Investments LLC and Hendrickson, C.H. Douglas And Gray, LLC. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Thomas is part of Ch Douglas & Gray Wealth Management, which operates out of Indianapolis, Indiana. The firm has 7 employees and manages assets totaling $158.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Ch Douglas & Gray Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ch Douglas & Gray Wealth Management Brokerage Details
$158,560,621
7
456
$347,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Thomas Gray Work History
Hendrickson, C.H. Douglas And Gray, LLC
Montage Investments LLC
Disclosures
Please visit the SEC profile of Thomas Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ch Douglas & Gray Wealth Management
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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