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GREYSTONE INVESTMENT ADVISORS, INC.
CRD 112727
3816-A S. GREYSTONE CT., SPRINGFIELD, MO, 65804, United States
Phone
417-849-1956
Fax
417-886-2909
Registration
— (—)
Source
State registered
Total AUM
$23.6M
Discretionary AUM
$23.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $6.1M |
| High net worth individuals | 12 | $17.5M |
Official SEC filing: View on IAPD