Anita Linda Gray
Advisor at Promenade Wealth — North Bend, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
16 years
Location
North Bend, WA
Promenade Wealth
Independent
Total advisors
1Clients per advisor
42 HighAvg AUM per client
$1,895,959 Very HighHNW client ratio
48% HighAnita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.
Based on Promenade Wealth
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Financial planning services: $350 per hour; Consulting services: $300 per hour
Minimum fee: $4,000 minimum annual fee for accounts opened after March 5, 2021 Fee-only: Investment management fees and hourly fees for financial planning and consulting; no commissions accepted.
North Bend, WA
North Bend WA
Advisors at this office
1
Texas · Washington
16 years of industry experience
Promenade Wealth
2020 - Present • 6 years
Bellevue, WA
Northwest Asset Management
2018 - 2020 • 2 years
Mercer Island, WA
Unemployed - Traveling
2017 - 2018 • 1 year
Kirkland, WA
Vestory LLC
2016 - 2017 • 1 year
Bellevue, WA
Trutina Financial
2015 - 2016 • 1 year
Bellevue, WA
Empirical Wealth management
2014 - 2015 • 1 year
Seattle, WA
Fidelity
2012 - 2014 • 2 years
Bellevue, WA
Ameriprise
2006 - 2009 • 3 years
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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