RIA Intelligence

GREGORY FINANCIAL SERVICES LLC

Legal name: GREGORY FINANCIAL SERVICES L.L.C.

CRD #109458 SEC #801-55907 ATLANTA, GA 404-239-7676
SEC Registered
Total AUM
$18M
Discretionary
$0
Employees
5
Clients
10
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 26, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GREGORY, RICHARD, MACPHERSONICHAIRMANNA
GREGORY, RICHARD, MACPHERSONIPRESIDENTE Control

Registrations

Federal

IA
Jan 26, 2005 REGISTERED

Address

15 PIEDMONT CTR SUITE 1050
3575 PIEDMONT RD
ATLANTA, GA 30305
USA
Phone: 404-239-7676