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Brian Erle Gray

APO FINANCIAL SERVICES, LLC·WESTMINSTER, Colorado
Unclaimed Profile
10155 WESTMOOR DRIVE, WESTMINSTER, CO 80021-2627CRD# 4957599Firm CRD# 297647
01

About

Brian Erle Gray is a registered financial advisor based in WESTMINSTER, Colorado, affiliated with APO FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
APO FINANCIAL SERVICES, LLC
APO FINANCIAL SERVICES, LLC
AUM
$100M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at APO FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4957599
Firm CRD# 297647
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Erle Gray offer?
Brian Erle Gray specializes in Financial Planning, Investment Management. Contact their office in WESTMINSTER, Colorado for a consultation.
What are Brian Erle Gray's credentials?
Brian Erle Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Erle Gray located?
Brian Erle Gray is based in WESTMINSTER, Colorado, working with APO FINANCIAL SERVICES, LLC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.
How does Brian Erle Gray charge for services?
Brian Erle Gray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APO FINANCIAL SERVICES, LLC?
APO FINANCIAL SERVICES, LLC has approximately 8 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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