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Gerald L. Ray & Associates, Ltd.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on March 20, 2017
    • $830.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 680
      Accounts
    • $1.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Joseph Howard Ray
April 1996

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Howard Ray President (Since 3/2004) And Trustee Of Jhr 2012 Gst Trust (Since 12/2012) March, 2004 25% to 50%
    Gerald Louis Ray Chairman Of Board, Limited Partner Of Gerald L Ray & Assoc., Ltd March, 2004 25% to 50%
    Julie Ray Fields Trustee Of Jrf 2012 Gst Trust December, 2012 10% to 25%
    Lynette Kay Heil Chief Compliance Officer/Chief Financial Officer April, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees