665 Hulet Dr.
Bloomfield Hills, Michigan 48302-0324
Tel: 248-267-1270
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 $1,074,889,128 assets under management, offering retirement planning & investment advisory services to 1879 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 306595 |
SEC# | 801-117913 |
Assets Managed by Firm | $1,074,889,128 |
No. of Clients | 1879 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1879 | $1,074,889,128 |
Individuals (other than high net worth individuals) | 560 | $192,461,658 |
High net worth individuals | 201 | $549,406,322 |
Pension and profit sharing plans | 60 | $230,989,273 |
Charitable organizations | 0 | $59,416,777 |
Corporations or other businesses | 0 | $42,615,098 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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