GREGORY ADVISORS INCORPORATED

GREGORY ADVISORS INC.
HUNTINGTON BEACH, California·2 registered advisors·CRD# 112537
SEC# 801-67318714-372-2299
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GREGORY ADVISORS INCORPORATED

2 registered advisors
Mary Katherine Gregory
HUNTINGTON BEACH, California
Theodore Knox Gregory
HUNTINGTON BEACH, California
05

Office Locations

HUNTINGTON BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. GREGORY ADVISORS INCORPORATED (CRD# 112537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.