Grey Private Capital

Grey Private Capital (CRD# 326464) is a financial advisory firm headquartered in Jamestown, NY. They manage $2,057,491 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
113 Newton Ave, Jamestown, NY 14701
https://greyprivatecapital.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $128,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Grey Private Capital
Showing 1 - 1 of 1 top financial advisors.
1
Evan Grey, financial advisor Jamestown NY
Evan Grey
CRD#: 7727020
113 Newton Ave, Jamestown, NY 14701

Evan Grey (CRD# 7727020) is an Investment Advisor Representative working at Grey Private Capital in Jamestown, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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