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Building 2GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

Map pinKIRKLAND, WA
Phone206-352-9205
NotebookSEC #801-132413
Total AUM
$117.1M
Employees
1
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6725 116TH AVENUE NE
SUITE 150
KIRKLAND
WA 98033
United States
Operating Hours
6:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
206-352-9205

ReceiptFinancials

Total AUM
$117.1M
Accounts
551
Discretionary
$108.7M
Accounts
550
Non-Discretionary
$8.4M
Accounts
1

ContactClients

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Individual Clients
173
AUM
$45.9M
HNW Individual Clients
34
AUM
$62.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
AD-HOC FINANCIAL CONSULTING ADVICE
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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