AdvisorOS Directory
Claim Profile
VG

Vance Blair Gray

GRAY WEALTH MANAGEMENT, INC·BANGOR, Maine
Unclaimed Profile
128 BROADWAY, BANGOR, ME 04401CRD# 2144280Firm CRD# 142613
01

About

Vance Blair Gray is a registered financial advisor based in BANGOR, Maine, affiliated with GRAY WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
GRAY WEALTH MANAGEMENT, INC
VANCEGRAY WEALTH MANAGEMENT, INC.
AUM
$329M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at GRAY WEALTH MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2144280
Firm CRD# 142613
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BANGOR?

Browse all registered financial advisors in BANGOR, Maine or claim this profile if it's yours.

Browse BANGOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Vance Blair Gray offer?
Vance Blair Gray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BANGOR, Maine for a consultation.
What are Vance Blair Gray's credentials?
Vance Blair Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vance Blair Gray located?
Vance Blair Gray is based in BANGOR, Maine, working with GRAY WEALTH MANAGEMENT, INC. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Vance Blair Gray charge for services?
Vance Blair 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 GRAY WEALTH MANAGEMENT, INC?
GRAY WEALTH MANAGEMENT, INC has approximately 11 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BANGOR
Janice Lee Grindle — ALTERITY FINANCIAL GROUP, LLCJeffrey Matthew Chapman — ALTERITY FINANCIAL GROUP, LLCDudley Grindle Gray — ALTERITY FINANCIAL GROUP, LLCJean Marguerite Deighan — DEIGHAN ASSOCIATES INCJames William Nichols — NICHOLS, JAMES WILLIAM
Nearby cities in Maine
PORTLAND (131)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile