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GREGORY ADVISORS INC.
GREGORY ADVISORS INCORPORATED
CRD 112537 · SEC 801-67318
7755 CENTER AVENUE, NO. 1100, HUNTINGTON BEACH, CA, 92647, United States
Phone
714-372-2299
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.4M
Discretionary AUM
$1.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Official SEC filing: View on IAPD