Gerald L. Ray & Associates, Ltd. is a large advisory firm based in Dallas. It manages $830.73 million of regulatory assets for 680 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Louisiana, and 7 other states.
Gerald L. Ray & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gerald L. Ray & Associates, Ltd. is $830.73 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gerald L. Ray & Associates, Ltd. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gerald Louis Ray has been acting as President since 1 Sep 1977. Jhr 2012 Gst Trust joined the executive team most recently as the 40% Limited Partnership Interest In Gerald L Ray & Assoc., Ltd.
The principal office where Gerald L. Ray & Associates, Ltd. performs its advisory services is located at 1445 Ross Avenue, Suite 5600, Dallas, TX 75202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-954-1900 or by fax 214-954-1274. The normal business hours are 7:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at geraldray.com.