Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > tempe > GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
1095 West Rio Salado Parkway
Suite 101
Tempe, Arizona 85281
Tel: (480) 557-9727
About GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2020. They have over 1 offices throughout the country.
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC is a Tempe, Arizona based Financial Planning firm with nearly $265,729,297 assets under management, offering retirement planning & investment advisory services to 1440 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306068 |
| SEC# | 801-117895 |
| Assets Managed by Firm | $265,729,297 |
| No. of Clients | 1440 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1440 | $265,729,297 |
| Individuals (other than high net worth individuals) | 684 | $102,482,673 |
| High net worth individuals | 179 | $160,299,967 |
| Pension and profit sharing plans | 6 | $1,754,869 |
| Charitable organizations | Fewer than 5 clients | $1,191,788 |
More Retirement Planning firms in Tempe, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
Explore More Retirement Advisors in Tempe, Arizona