Unclaimed Profile

Brian Erle Gray

APO FINANCIAL SERVICES, LLC·WESTMINSTER, Colorado

Clean recordAPO FINANCIAL SERVICES, LLC

10155 WESTMOOR DRIVE, WESTMINSTER, CO 80021-2627CRD# 4957599Firm CRD# 297647

Profile Verification

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

Identity

Brian Erle Gray · WESTMINSTER, CO

Registration

CRD #4957599 · APO FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

APO FINANCIAL SERVICES, LLC

AUM

$100M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4957599

Firm CRD# 297647

View on FINRA BrokerCheck →

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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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