GREYCOURT & CO., INC.

2100 Wharton Street
Suite 600
Pittsburgh, Pennsylvania 15203
Tel: 412-361-0100

About GREYCOURT & CO., INC.

GREYCOURT & CO, INC, formally registered with the SEC as GREYCOURT & CO, INC. The firm was established in 06/22/2001. They have over 3 offices throughout the country.

GREYCOURT & CO., INC. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $5,091,189,265 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111936
SEC#	801-60297
Assets Managed by Firm	$5,091,189,265
No. of Clients	32
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (COLLABORATIVE SOLUTIONS, CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$5,091,189,265
High net worth individuals	38	$4,624,215,382
Charitable organizations	5	$466,973,883

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