Unclaimed Profile

William Caris Gray

REINHART PARTNERS, INC.·MEQUON, Wisconsin

Clean recordREINHART PARTNERS, INC.

1500 W. MARKET ST, MEQUON, WI 53092CRD# 1418020Firm CRD# 106432

Profile Verification

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

Identity

William Caris Gray · MEQUON, WI

Registration

CRD #1418020 · REINHART PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

REINHART PARTNERS, LLC

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at REINHART PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1418020

Firm CRD# 106432

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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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