Gregory Oray is a registered investment advisor at Cirrus Capital LLC, based in Bloomfield Hills, MI, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 269 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable. Also manages participant accounts at 2.00% annually, which may be negotiable.
Fee Estimator
Location
40900 Woodward Avenue, Ste. 111, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2022Customer Dispute
December 2021Other Business ActivitiesSells Insurance
Gregory is an independent licensed insurance agent selling life insurance, fixed annuities, and health insurance. This activity takes about a quarter of his time, similar to the time he spends on securities activities.
Employment History
Current Registrations
Cirrus Capital LLC
Previous Registrations
Regal Investment Advisors LLC
Corecap Advisors
State Registrations1 state
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.