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Allen Archie Gray Jr (Winston Salem)


Allen Archie Gray Jr is an adviser based in Winston Salem. It manages $39.5 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

Allen Archie Gray Jr provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allen Archie Gray Jr: assets under management

The assets under management (AUM) of Allen Archie Gray Jr is $39.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.8 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allen Archie Gray Jr for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winston Salem

The principal office where Allen Archie Gray Jr performs its advisory services is located at 512 Strawbridge, Winston Salem, NC 27104 The mailing address of the firm is Post Office Box 394, Pfafftown, NC 27040. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-748-5999 or by fax 336-725-5547. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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