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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 $1,074,889,128 assets under management, offering retirement planning & investment advisory services to 1879 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306595
SEC# 801-117913
Assets Managed by Firm $1,074,889,128
No. of Clients 1879
No. of Advisors 20

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total1879$1,074,889,128
Individuals (other than high net worth individuals)560$192,461,658
High net worth individuals201$549,406,322
Pension and profit sharing plans60$230,989,273
Charitable organizations0$59,416,777
Corporations or other businesses0$42,615,098
Inquire with GREYSTONE FINANCIAL GROUP, LLC

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