GS
CFP
GS
CFP

Gregory Dale Shaw

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
398 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$561.4M

Fee Structure

Minimum Investment:$250K
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Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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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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Other Business Activities

Gregory is the owner of Brazos Property Solutions LLC, a real estate purchase and resell business, since 2019. He spends a few hours per week on this activity.

Employment History
Current Registrations
Granite Harbor Advisors, INC.
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
December 2008 - July 2016 · 7 yrs 7 mos
AXA Advisors, LLCBroker
September 2008 - July 2016 · 7 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.