GREYSTAR INVESTMENT GROUP, LLC

465 Meeting Street
Suite 500
Charleston, South Carolina 29403
Tel: 843-579-9400

About GREYSTAR INVESTMENT GROUP, LLC

GREYSTAR INVESTMENT GROUP, LLC, formally registered with the SEC as GREYSTAR INVESTMENT GROUP, LLC. The firm was established in 11/20/2013. They have over 10 offices throughout the country.

GREYSTAR INVESTMENT GROUP, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $28,309,013,200 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 510 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160665
SEC#	801-78751
Assets Managed by Firm	$28,309,013,200
No. of Clients	61
No. of Advisors	510

Fee Structure

A percentage of AUM
Performance Based
Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	61	$28,309,013,200

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