STEPHEN LEWIS GRAY
Legal name: FINANCIAL PLANNING SERVICES
CRD #114822 SEC #801-66675 THE WOODLANDS, TX 281-363-1680
SEC Registered
Total AUM
$35M
Discretionary
$35M
Employees
5
Clients
51
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $35M | $35M | $0 | 5 | -- |
| Jul 2011 | $35M | $35M | $0 | 5 | -- |
| Jun 2011 | $35M | $35M | $0 | 5 | -- |
| Jun 2011 | $35M | $35M | $0 | 5 | -- |
| Dec 2010 | $34M | $34M | $0 | 5 | -- |
| Aug 2010 | $33M | $33M | $0 | 5 | -- |
DateAug 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--