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...
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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
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