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GREYFELL CAPITAL MANAGEMENT

100 South Ashley Drive
Suite 1130
Tampa, Florida 33602
Tel: (917) 826-2984

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About GREYFELL CAPITAL MANAGEMENT

GREYFELL CAPITAL MANAGEMENT, formally registered with the SEC as GREYFELL CAPITAL MANAGEMENT. The firm was established in 07/29/2021. They have over 2 offices throughout the country.

GREYFELL CAPITAL MANAGEMENT is a Tampa, Florida based Financial Planning firm with nearly $1,000,000,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315480
SEC#801-121888
Assets Managed by Firm$1,000,000,000
No. of Clients1
No. of Advisors5

Fee Structure

  • Fixed Fees
  • Other(ADVISER PERCENTAGE)

Advisory Services Provided

  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1$1,000,000,000

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