DORION GRAY FINANCIAL SERVICES INC.
Legal name: DORION-GRAY RETIREMENT PLANNING, INC.
CRD #114390 SEC #801-62870 CRYSTAL LAKE, IL 815-459-6800
SEC Registered Disclosures
Total AUM
$66M
Discretionary
$62M
Employees
11
Clients
26
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $66M | $62M | $4M | 11 | 300 |
| Jun 2012 | $66M | $62M | $4M | 11 | 300 |
| Mar 2012 | $66M | $62M | $4M | 11 | 300 |
| Apr 2011 | $56.2M | $51.8M | $4.4M | -- | -- |
| Mar 2011 | $48.4M | $41M | $7.3M | -- | -- |
| Jan 2011 | $48.4M | $41M | $7.3M | -- | -- |
| Sep 2010 | $48.4M | $41M | $7.3M | -- | -- |
| Aug 2010 | $48.4M | $41M | $7.3M | -- | -- |
| Aug 2010 | $48.4M | $41M | $7.3M | -- | -- |
| Feb 2009 | $46.6M | $29.7M | $16.8M | 10 | -- |
| Jan 2009 | $84.3M | $23.7M | $60.6M | 10 | -- |
| Jan 2008 | $69.9M | $69.9M | $0 | 10 | -- |
| Jan 2008 | $69.9M | $69.9M | $0 | 10 | -- |
| Oct 2007 | $69.9M | $69.9M | $0 | 10 | -- |
| Sep 2007 | $69.9M | $69.9M | $0 | 10 | -- |
| Mar 2007 | $69.9M | $69.9M | $0 | 10 | -- |
DateJul 2012
Total AUM$66M
Discretionary$62M
Non-Disc.$4M
Employees11
Clients300
DateJun 2012
Total AUM$66M
Discretionary$62M
Non-Disc.$4M
Employees11
Clients300
DateMar 2012
Total AUM$66M
Discretionary$62M
Non-Disc.$4M
Employees11
Clients300
DateApr 2011
Total AUM$56.2M
Discretionary$51.8M
Non-Disc.$4.4M
Employees--
Clients--
DateMar 2011
Total AUM$48.4M
Discretionary$41M
Non-Disc.$7.3M
Employees--
Clients--
DateJan 2011
Total AUM$48.4M
Discretionary$41M
Non-Disc.$7.3M
Employees--
Clients--
DateSep 2010
Total AUM$48.4M
Discretionary$41M
Non-Disc.$7.3M
Employees--
Clients--
DateAug 2010
Total AUM$48.4M
Discretionary$41M
Non-Disc.$7.3M
Employees--
Clients--
DateAug 2010
Total AUM$48.4M
Discretionary$41M
Non-Disc.$7.3M
Employees--
Clients--
DateFeb 2009
Total AUM$46.6M
Discretionary$29.7M
Non-Disc.$16.8M
Employees10
Clients--
DateJan 2009
Total AUM$84.3M
Discretionary$23.7M
Non-Disc.$60.6M
Employees10
Clients--
DateJan 2008
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees10
Clients--