Gregoire Advisory Services Inc (Millburn)

Gregoire Advisory Services Inc is a large advisory firm based in Millburn. It manages $700 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Gregoire Advisory Services provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregoire Advisory Services: assets under management

The assets under management (AUM) of Gregoire Advisory Services Inc is $700 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gregoire Advisory Services Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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 Gregoire Advisory Services Inc

James Albert Gregoire has been acting as President since 1 Mar 1994. Catherine Edmonds Gregoire joined the executive team most recently as the Vp & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Catherine Edmonds Gregoire	Vp & secretary	1 Mar 1994	Other	4358013
James Albert Gregoire	President	1 Mar 1994	75% - 100%	1001330

Based in Millburn

The principal office where Gregoire Advisory Services Inc performs its advisory services is located at 33 Bleeker Street, Millburn, NJ 07041, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.