Gray Adelung
Gray Adelung is a registered investment advisor at LPL Financial LLC, based in Montrose, CA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2550 Honolulu Avenue, Suite 209, Montrose, CA, 91020
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Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Gray is the owner of von Adelung Wealth Management, a registered investment advisor. Gray is also an agent for accident & health, life, and variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Von Adelung Wealth Management
Previous Registrations
Western International Securities, INC.Broker
Financial West GroupBroker
Partnervest Securities, INC.Broker
Partnervest Advisory Services LLC
Hollander Asset Strategies
Financial West GroupBroker
Feshbach Brothers Investor Services INC.Broker
Yaeger Capital Markets, INC.Broker
Yaeger Securities, INC.Broker
Toluca Pacific Securities CORP.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.