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FIRM PROFILE
Overview
GRAY OAK CAPITAL, LLC is located at 55 Old Field Point Road, Greenwich, CT 06830 and was first established at Boston, Delaware in 02/27/2017. After operating for 8 years, GRAY OAK CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GRAY OAK CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. GRAY OAK CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GRAY OAK CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GRAY OAK CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GRAY OAK CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
55 Old Field Point Road, Greenwich, CT 06830
55 Old Field Point Road, Greenwich, CT 06830
Small
(203) 987-0015
Delaware since 02/27/2017
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at GRAY OAK CAPITAL, LLC
Michael Stewart Wilkins
Mark Andrew Halvorsen
John Carroll Mitchell
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