Stephen Lewis Gray is a large advisory firm based in The Woodlands. It manages $35 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.
Stephen Lewis Gray provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stephen Lewis Gray is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stephen Lewis Gray for their services and products based on a percentage of assets under management. 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.
The principal office where Stephen Lewis Gray performs its advisory services is located at 2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380, 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 281-363-1680 or by fax 281-296-5777. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at sgray@abby.com.