GREYCOURT & CO., INC.

CRD 111936 · SEC 801-60297

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2100 WHARTON STREET, SUITE 600, PITTSBURGH, PA, 15203, United States

Phone

412-361-0100

Fax

412-361-0300

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.61B

Discretionary AUM

$84.5M

Team

37 total employees; 19 advisory reps; 9 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCOLLABORATIVE SOLUTIONS, ORGANIZATIONAL SOLUTIONS

Client types

Type	Clients	AUM
High net worth individuals	36	$4.61B
Charitable organizations	8	$2.00B

States served

CA, MD, MN, MT, NJ, NY, OH, OR, PA, TN, TX

All web addresses on file

https://twitter.com/GreycourtCo
https://www.linkedin.com/company/greycourt/
HTTP://WWW.GREYCOURT.COM

Official SEC filing: View on IAPD