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DORION GRAY FINANCIAL SERVICES INC.
DORION GRAY FINANCIAL SERVICES INC.
DORION-GRAY RETIREMENT PLANNING, INC.
CRYSTAL LAKE, Illinois
·
3 registered advisors
·
CRD# 114390
SEC# 801-62870
815-459-6800
01
Firm Overview
AUM
$66M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITOR/REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at DORION GRAY FINANCIAL SERVICES INC.
3 registered advisors
Ann Marie Mariani-Issel
CRYSTAL LAKE, Illinois
CRD# 1627532
Paula Lauretta Doriongray
CRYSTAL LAKE, Illinois
CRD# 1399900
Robert Mark Gray
CRYSTAL LAKE, Illinois
CRD# 4283303
05
Office Locations
CRYSTAL LAKE, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. DORION GRAY FINANCIAL SERVICES INC. (CRD# 114390) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.