Goodpasture Gray Inc (Houston)

Name: Goodpasture Gray Inc
Address: 2001 Kirby, Houston, TX, 77019
Telephone: 713-522-9554

Goodpasture Gray Inc is a large advisory firm based in Houston. It manages $46.38 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Goodpasture Gray provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goodpasture Gray: assets under management

The assets under management (AUM) of Goodpasture Gray Inc is $46.38 million. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42 million in discretionary accounts and $4.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.19 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goodpasture Gray Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goodpasture Gray Inc

William Loyd Gray has been acting as President since 1 Apr 1999. Lynn Craig Gray joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Loyd Gray	President	1 Apr 1999	50% - 75%	228160
Lynn Craig Gray	Secretary/treasurer	1 Apr 1999	50% - 75%	4374399

Based in Houston

The principal office where Goodpasture Gray Inc performs its advisory services is located at 2001 Kirby, Houston, TX 77019, 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 713-522-9554 or by fax 713-522-9559. The normal business hours are 8:00 to 4:00 on Monday - Friday. You can find more information about the New York firm at gpginvest.com.