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 $1,026,230,045 assets under management, offering retirement planning & investment advisory services to 1879 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 306595 |
SEC# | 801-117913 |
Assets Managed by Firm | $1,026,230,045 |
No. of Clients | 1879 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1879 | $1,026,230,045 |
Individuals (other than high net worth individuals) | 540 | $165,335,053 |
High net worth individuals | 223 | $519,117,751 |
Pension and profit sharing plans | 61 | $236,252,388 |
Charitable organizations | Fewer than 5 clients | $21,555,000 |
Corporations or other businesses | 7 | $83,969,853 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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