Unclaimed Profile

Robert Gray

FINANCIAL HORIZONS, INC.·BEVERLY HILLS, California

Clean recordFINANCIAL HORIZONS, INC.

136 EL CAMINO DR, BEVERLY HILLS, CA 90212-2706CRD# 5032052Firm CRD# 110741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Gray · BEVERLY HILLS, CA

Registration

CRD #5032052 · FINANCIAL HORIZONS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Gray is a registered financial advisor based in BEVERLY HILLS, California, affiliated with FINANCIAL HORIZONS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FINANCIAL HORIZONS, INC.

AUM

$161M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL HORIZONS, INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5032052

Firm CRD# 110741

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Gray offer?

Robert Gray specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.

What are Robert Gray's credentials?

Robert Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Gray located?

Robert Gray is based in BEVERLY HILLS, California, working with FINANCIAL HORIZONS, INC.. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Robert Gray charge for services?

Robert Gray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL HORIZONS, INC.?

FINANCIAL HORIZONS, INC. has approximately 1 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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