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FINANCIAL PLANNING SERVICES
STEPHEN LEWIS GRAY
CRD 114822 · SEC 801-66675
2002 TIMBERLOCH PL., STE. 200, THE WOODLANDS, TX, 77380, United States
Phone
281-363-1680
Fax
281-296-5777
Registration
— (—)
Source
State registered
Total AUM
$106.0M
Discretionary AUM
$106.0M
Team
1 total employees; 1 advisory reps; 44 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $106.0M |
All web addresses on file
Official SEC filing: View on IAPD