GREYCLIFF WEALTH MANAGEMENT, LLC

1185 6th Ave, Floor 3
New York, New York 10036
Tel: 201-738-2818

About GREYCLIFF WEALTH MANAGEMENT, LLC

GREYCLIFF WEALTH MANAGEMENT, LLC, formally registered with the SEC as GREYCLIFF WEALTH MANAGEMENT, LLC. The firm was established in 03/20/2020. They have over 2 offices throughout the country.

GREYCLIFF WEALTH MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $75,013,687 assets under management, offering retirement planning & investment advisory services to 221 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307645
SEC#	801-118270
Assets Managed by Firm	$75,013,687
No. of Clients	221
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	221	$75,013,687
Individuals (other than high net worth individuals)	60	$11,440,944
High net worth individuals	46	$63,572,617
Corporations or other businesses	Fewer than 5 clients	$126

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