Gregrey Thomas is a registered investment advisor at Nomura Investment Management Business Trust, based in Denver, CO, with 26 years of industry experience. Gregrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 316 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
316 clients
Average Client Portfolio
$520.0M average
Assets Under Management
$164.3B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Nomura Investment Management Business Trust (NIMBT) provides investment management services through various series. Fees are generally based on a percentage of the value of the assets managed and are subject to negotiation. Some clients may have performance-based fees. Fees are generally calculated and payable quarterly or monthly. Advisory services are also provided to high-net-worth individuals at fee rates similar to those for institutional clients. NIMBT also offers asset/liability analysis and transition management services for a flat or other fee, which is subject to negotiation and may be waived.

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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nomura Investment Management Business Trust
April 2020 - Present · 6 yrs
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs 3 mos
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs 3 mos
Previous Registrations
Delaware Capital Management Advisers, INC
January 2010 - April 2020 · 10 yrs 3 mos
Lincoln Financial Distributors, INC.
October 2007 - December 2009 · 2 yrs 2 mos
Lincoln Financial Distributors, INC.Broker
October 2007 - December 2009 · 2 yrs 2 mos
UBS Financial Services INC.
October 2000 - October 2007 · 7 yrs
UBS Financial Services INC.Broker
November 1999 - October 2007 · 7 yrs 11 mos
State Registrations5 states
AZCOPAUTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregrey Thomas - Financial Advisor | TrueAdvisor