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Robert James Gregory

NORTHBROOK INVESTMENT MANAGEMENT, LLC·OKEMOS, Michigan
Unclaimed Profile
2149 JOLLY RD, OKEMOS, MI 48864CRD# 4622740Firm CRD# 124197
01

About

Robert James Gregory is a registered financial advisor based in OKEMOS, Michigan, affiliated with NORTHBROOK INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NORTHBROOK INVESTMENT MANAGEMENT, LLC
NORTHBROOK INVESTMENT MANAGEMENT, LLC
AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTHBROOK INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4622740
Firm CRD# 124197
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Gregory offer?
Robert James Gregory specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OKEMOS, Michigan for a consultation.
What are Robert James Gregory's credentials?
Robert James Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Gregory located?
Robert James Gregory is based in OKEMOS, Michigan, working with NORTHBROOK INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OKEMOS metropolitan area and surrounding communities.
How does Robert James Gregory charge for services?
Robert James Gregory'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 NORTHBROOK INVESTMENT MANAGEMENT, LLC?
NORTHBROOK INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKEMOS
Michael Scott Flintoff — NORTHBROOK INVESTMENT MANAGEMENT, LLCKenneth Joseph Klein — NORTHBROOK INVESTMENT MANAGEMENT, LLCBrandon Ellis Carter — FINANCIAL STRATEGIES GROUP, INCBrice Patrick Carter — FINANCIAL STRATEGIES GROUP, INCBrittany Ann Culver — FINANCIAL STRATEGIES GROUP, INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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