Grey Robert Edmund (Denver)

Name: Grey Robert Edmund
Address: 1401 Wewatta Street #110, Denver, CO, 80202
Telephone: 303-675-6771

Grey Robert Edmund is a large advisory firm based in Denver. It manages $47.71 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, and Louisiana.

Grey Robert Edmund provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, security ratings or pricing services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Grey Robert Edmund: assets under management

The assets under management (AUM) of Grey Robert Edmund is $47.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Grey Robert Edmund for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Grey Robert Edmund

Grey Robert Edmund is owned by Robert Edmund Grey. Paula Ann Johnston joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Edmund Grey	Owner	1 Jun 1984	75% - 100%	702255
Paula Ann Johnston	Cco	1 Oct 2004	Other	1025066
Paula Johnston Grey	Chief compliance officer	1 Oct 2004	Other	1025066

Based in Denver

The principal office where Grey Robert Edmund performs its advisory services is located at 1401 Wewatta Street #110, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-675-6771 or by fax 303-374-5615. The normal business hours are 10am - 4pm on Monday - Friday. You can find more information about the New York firm at www.denvermoneymanager.com.