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William Roy Church

CHURCH, WILLIAM·RUTLAND, Vermont
Clean recordCHURCH, WILLIAM
56 1/2 MERCHANTS ROW, RUTLAND, VT 05701CRD# 1075833Firm CRD# 157972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Roy Church · RUTLAND, VT
Registration
CRD #1075833 · CHURCH, WILLIAM
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Roy Church is a registered financial advisor based in RUTLAND, Vermont, affiliated with CHURCH, WILLIAM. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TGRA CAPITAL MANAGEMENT, LLC
TGRA CAPITAL MANAGEMENT, LLC
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TGRA CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1075833
Firm CRD# 157972
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Roy Church offer?
William Roy Church specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RUTLAND, Vermont for a consultation.
What are William Roy Church's credentials?
William Roy Church is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Roy Church located?
William Roy Church is based in RUTLAND, Vermont, working with CHURCH, WILLIAM. Their office serves clients in the RUTLAND metropolitan area and surrounding communities.
How does William Roy Church charge for services?
William Roy Church's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCH, WILLIAM?
CHURCH, WILLIAM has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
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Research
Advisor Fees in VermontNational Fee Analysis
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