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Robert Gray

FINANCIAL HORIZONS, INC.·BEVERLY HILLS, California
Unclaimed Profile
136 EL CAMINO DR, BEVERLY HILLS, CA 90212-2706CRD# 5032052Firm CRD# 110741
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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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FINANCIAL HORIZONS, INC.
FINANCIAL HORIZONS, INC.
AUM
$161M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5032052
Firm CRD# 110741
No disclosures on file
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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