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Building 2GREYSTONE FINANCIAL GROUP, LLC

Map pinBLOOMFIELD HILLS, MI
Phone248-267-1270
NotebookSEC #801-117913
Total AUM
$494.9M
Employees
8
Clients
583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
665 HULET DR.
BLOOMFIELD HILLS
MI 48302-0324
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
248-267-1270
Other Offices
2

ReceiptFinancials

Total AUM
$494.9M
Accounts
1,264
Discretionary
$459.7M
Accounts
1,240
Non-Discretionary
$35.2M
Accounts
24

ContactClients

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Individual Clients
417
AUM
$126M
HNW Individual Clients
149
AUM
$349.2M
Pension/Profit Sharing Plan Clients
10
AUM
$15.4M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
6
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES TO FINANCIAL INSTITUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMINHOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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