Gray Seifert & Co Inc is a large advisory firm based in New York. It manages $717.38 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Gray Seifert & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gray Seifert & Co Inc is $717.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gray Seifert & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Lanning Bain has been acting as President since 1 Sep 2000. Miles P Seifert has served as the Chief Investment Officer since 1 Dec 2001. Christopher John Elliman joined the executive team most recently as the Director, President.
The principal office where Gray Seifert & Co Inc performs its advisory services is located at 380 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-573-8170 or by fax 212-573-9302. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.grayseifert.com.