Overview
Assets Under Management: $211 million
High-Net-Worth Clients: 61
Average Client Assets: $3.0 million
Frequently Asked Questions
GREYSTONE WEALTH ADVISORS LLC 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 #126020), GREYSTONE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
GREYSTONE WEALTH ADVISORS LLC serves 61 high-net-worth clients according to their SEC filing dated May 07, 2018. View client details ↓
According to their SEC Form ADV, GREYSTONE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GREYSTONE WEALTH ADVISORS LLC manages $211 million in client assets according to their SEC filing dated May 07, 2018.
According to their SEC Form ADV, GREYSTONE WEALTH ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.90%
Average Client Assets: $3.0 million
Total Client Accounts: 412
Discretionary Accounts: 379
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 126020
Filing ID: 1215908
Last Filing Date: 2018-05-07 13:31:00