GS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
68 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$92.0M
Fee Structure
This brochure supplement provides information about Gregory Don Stott that supplements the Approach Capital LLC brochure. Please refer to the Approach Capital LLC brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
2975 East Robin Lane, Gilbert, AZ, 85296
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Gregory is a director at Toy Storage LLC, managing operations for outdoor storage facilities, and a member of Magic Closet LLC, involved in concept development for a yard game. He dedicates a few hours per week to each business.
Employment History
Current Registrations
Approach Capital LLC
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ironwood Investment Counsel, LLC
August 2016 - February 2018 · 1 yr 6 mos
Alpha Fiduciary
February 2011 - July 2016 · 5 yrs 5 mos
Stoker Ostler Member Harris Wealth Advisors
November 2005 - January 2011 · 5 yrs 2 mos
Jpmorgan Fleming Asset Management
May 2004 - January 2005 · 8 mos
Banc One Securities Corporation
May 2002 - February 2004 · 1 yr 9 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.