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William Caris Gray

REINHART PARTNERS, INC.·MEQUON, Wisconsin
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1500 W. MARKET ST, MEQUON, WI 53092CRD# 1418020Firm CRD# 106432
01

About

William Caris Gray is a registered financial advisor based in MEQUON, Wisconsin, affiliated with REINHART PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
REINHART PARTNERS, LLC
REINHART PARTNERS, LLC
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at REINHART PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1418020
Firm CRD# 106432
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Caris Gray offer?
William Caris Gray specializes in Investment Management, Wealth Management. Contact their office in MEQUON, Wisconsin for a consultation.
What are William Caris Gray's credentials?
William Caris Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Caris Gray located?
William Caris Gray is based in MEQUON, Wisconsin, working with REINHART PARTNERS, INC.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does William Caris Gray charge for services?
William Caris Gray'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 REINHART PARTNERS, INC.?
REINHART PARTNERS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEQUON
James Francis Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Jonathan James Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Manuel Nmn Rosado — SPECTRUM INVESTMENT ADVISORS, INC.Cheryl Ann Besaw — SPECTRUM INVESTMENT ADVISORS, INC.Eli Blee-Goldman — CAPITAL MIDWEST ADVISORS III, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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