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Building 2GREYSTONE INVESTMENT MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-731-8444
NotebookSEC #801-58150
Total AUM
$300.7M
Employees
7
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3805 EDWARDS ROAD
SUITE 180
CINCINNATI
OH 45209
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-731-8444

ReceiptFinancials

Total AUM
$300.7M
Accounts
325
Discretionary
$300.7M
Accounts
325
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$15.5M
HNW Individual Clients
74
AUM
$269.1M
Charitable Organization Clients
1
AUM
$16.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYOHTX

HandshakeAffiliates

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

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