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GREYSTONE FINANCIAL GROUP, LLC

665 Hulet Dr.
Bloomfield Hills, Michigan 48302-0324
Tel: 248-267-1270

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About GREYSTONE FINANCIAL GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC, formally registered with the SEC as GREYSTONE FINANCIAL GROUP, LLC. The firm was established in 01/08/2020. They have over 5 offices throughout the country.

GREYSTONE FINANCIAL GROUP, LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $1,026,230,045 assets under management, offering retirement planning & investment advisory services to 1879 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306595
SEC#801-117913
Assets Managed by Firm$1,026,230,045
No. of Clients1879
No. of Advisors21

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
  • Other (SUB-ADVISORY SERVICES TO FINANCIAL INSTITUTIONS)

Firm Client Information

No. of ClientsAUM
Firm Total1879$1,026,230,045
Individuals (other than high net worth individuals)540$165,335,053
High net worth individuals223$519,117,751
Pension and profit sharing plans61$236,252,388
Charitable organizationsFewer than 5 clients$21,555,000
Corporations or other businesses7$83,969,853

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