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GRAY FINANCIAL PLANNING LLC
CRD 157583
208 E LOUISIANA STREET, SUITE 319, MCKINNEY, TX, 75069, United States
Phone
469-422-6082
Fax
972-547-0216
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.3M |
| High net worth individuals | 5 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD