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GREYCOURT & CO., INC.

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

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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 StatusApproved
Firm CRD#111936
SEC#801-60297
Assets Managed by Firm$5,091,189,265
No. of Clients32
No. of Advisors42

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 ClientsAUM
Firm Total32$5,091,189,265
High net worth individuals38$4,624,215,382
Charitable organizations5$466,973,883

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