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Lucien Stirling & Gray Advisory Group Inc

● SEC registered since 2014CRD 112641SEC# 801-79381Austin, TX
Export (members)
Reg. AUM
$130.9M
Employees
5
Accounts
599
Location
Austin, TX

Lucien Stirling & Gray Advisory Group Inc assets under management

Lucien Stirling & Gray Advisory Group Inc is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2014. It reports $130.9 million in regulatory assets under management and employs 5 people.
www.youtube.com/user/austinwealthmanagersView on SEC.gov ↗

Lucien Stirling & Gray Advisory Group Inc owners & executives

1 reported
NameTitleOwnershipSince
Thomas Gray Twombly ControlPresident / Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Lucien Stirling & Gray Advisory Group Inc manage?

Lucien Stirling & Gray Advisory Group Inc reports $130.9 million in regulatory assets under management on its Form ADV.

How many employees does Lucien Stirling & Gray Advisory Group Inc have?

Lucien Stirling & Gray Advisory Group Inc reports 5 employees.

Where is Lucien Stirling & Gray Advisory Group Inc located?

Lucien Stirling & Gray Advisory Group Inc is based in Austin, TX and has been SEC-registered since 2014.

Does Lucien Stirling & Gray Advisory Group Inc disclose fund performance?

Lucien Stirling & Gray Advisory Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7800 N. Mopac Expy, Suite 340, Austin, TX 78759
Phone512-458-2517
Fax512-458-3120
Office hours0900-1700
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$88.7M
Non-discretionary$42.2M
Total (RAUM)$130.9M