Overview
Assets Under Management: $117 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 34
Average Client Assets: $1.8 million
Frequently Asked Questions
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. 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 #318092), GREYSTONE FINANCIAL & ESTATE SERVICES, INC. is subject to fiduciary duty under federal law.
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. is headquartered in KIRKLAND, WA.
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. serves 34 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, GREYSTONE FINANCIAL & ESTATE SERVICES, INC. offers portfolio management for individuals. View all service details ↓
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. manages $117 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, GREYSTONE FINANCIAL & ESTATE SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.61%
Average Client Assets: $1.8 million
Total Client Accounts: 551
Discretionary Accounts: 550
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 318092
Filing ID: 2053246
Last Filing Date: 2026-02-26 11:47:52