Overview
Assets Under Management: $642 million
High-Net-Worth Clients: 138
Average Client Assets: $4.2 million
Frequently Asked Questions
GREYLIN INVESTMENT MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109831), GREYLIN INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
GREYLIN INVESTMENT MANAGEMENT serves 138 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, GREYLIN INVESTMENT MANAGEMENT offers portfolio management for individuals. View all service details ↓
GREYLIN INVESTMENT MANAGEMENT manages $642 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, GREYLIN INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.42%
Average Client Assets: $4.2 million
Total Client Accounts: 828
Discretionary Accounts: 828
Regulatory Filings
CRD Number: 109831
Filing ID: 1860118
Last Filing Date: 2024-03-29 10:24:00