Dorion Gray Financial Services Inc. is an adviser based in Crystal Lake. It manages $65.98 million of regulatory assets for 409 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Florida, Texas, and Wisconsin.
Dorion Gray Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and seminars & workshops, advisory panels and radio talk shows. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dorion Gray Financial Services Inc. is $65.98 million. The firm's AUM has grown by 75% 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 Dorion Gray Financial Services Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paula Lauretta Doriongray has been acting as President since 1 Jan 1995. Ann Marie Mariani Issel joined the executive team most recently as the Chief Compliance Officer.
The principal office where Dorion Gray Financial Services Inc. performs its advisory services is located at 2602 Il Route 176, Crystal Lake, IL 60014 2225, which is also the mailing address of the firm. An additional office of the firm is in Lincolnshire, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 815-459-6800 or by fax 815-455-4989. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.doriongray.com.