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Building 2GREYKASELL WEALTH STRATEGIES, INC.

Map pinDANVILLE, CA
Phone925-263-9275
NotebookSEC #801-129301
Total AUM
$443.2M
Employees
5
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 E. PROSPECT
SUITE 202
DANVILLE
CA 94526
United States
Operating Hours
7AM TO 4PM
Monday - Friday
Phone
925-263-9275

ReceiptFinancials

Total AUM
$443.2M
Accounts
409
Discretionary
$443.2M
Accounts
409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$26M
HNW Individual Clients
83
AUM
$393.5M
Pension/Profit Sharing Plan Clients
3
AUM
$23.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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