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Ch Douglas & Gray Wealth Management
Indianapolis, Indiana
5.0
2 Reviews
CH Douglas & Gray Wealth Management is a leading investment advisory firm based out of Indianapolis, IN. With over 80 individual clients and an impressive $132,665,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, CH Douglas & Gray Wealth Management offers comprehensive financial services to meet their clients' diverse needs.
As an insurance broker or agent, the firm provides additional value by offering comprehensive insurance solutions. While they excel in managing employer funds, they also handle 401K and individual accounts, although the...see more
Assets Under Mgmt
$132.66M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Insurance broker or agent
Reviews for Ch Douglas & Gray Wealth Management
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