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Building 2POLARIS GREYSTONE ADVISORY GROUP, LLC

Map pinTROY, MI
Phone248-267-1270
NotebookSEC #801-80493
Total AUM
$24M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
305 W. BIG BEAVER
SUITE 205
TROY
MI 48084
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
248-267-1270
Other Offices
1

ReceiptFinancials

Total AUM
$24M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$24M
Accounts
5

ContactClients

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Pension/Profit Sharing Plan Clients
5
AUM
$24M

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
MITX

HandshakeAffiliates

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

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