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GREYSTONE FINANCIAL GROUP, LLC
665 Hulet Dr.
Bloomfield Hills, Michigan 48302-0324
Tel: 248-267-1270
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 Status | Approved |
|---|---|
| Firm CRD# | 306595 |
| SEC# | 801-117913 |
| Assets Managed by Firm | $1,026,230,045 |
| No. of Clients | 1879 |
| No. of Advisors | 21 |
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 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 |
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