GRAYPOINT LLC - Financial Advisor in New York, Albany

Tel: (518) 641-6860 4 Tower Place Suite 1001 Albany, New York 12203-3710

About GRAYPOINT LLC

GRAYPOINT LLC is a Albany, New York based financial advisory firm with nearly $3,874,573,983 in assets under management and provides investment advisory services for 579 clients. There are currently 57 financial advisors at the firm.

General Information

Firm CRD#:

135950

Firm SEC#:

801-64417

Assets Under Management:

$3,874,573,983

No. of Clients:

579

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FAMILY LIMITED PARTNERSHIPS/FAMILY OFFICE SERVICES; CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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