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Building 2GREYSTONE WEALTH ADVISORS LLC

Map pinRYE BROOK, NY
Phone914-232-3773
NotebookSEC #801-61920
Total AUM
$312.7M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVENUE
SUITE N-641
RYE BROOK
NY 10573
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
914-232-3773
Other Offices
5

ReceiptFinancials

Total AUM
$312.7M
Accounts
480
Discretionary
$295.8M
Accounts
436
Non-Discretionary
$16.9M
Accounts
44

ContactClients

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Individual Clients
38
AUM
$17.9M
HNW Individual Clients
71
AUM
$285M
Charitable Organization Clients
4
AUM
$9.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMAMONY

HandshakeAffiliates

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

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