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GREYSTONE FINANCIAL GROUP, LLC
CRD 306595 · SEC 801-117913
665 HULET DR., BLOOMFIELD HILLS, MI, 48302-0324, United States
Phone
248-267-1270
Fax
248-267-1280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.9M
Discretionary AUM
$459.7M
Team
8 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSUB-ADVISORY SERVICES TO FINANCIAL INSTITUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 417 | $126.0M |
| High net worth individuals | 149 | $349.2M |
| Pension/profit sharing plans | 10 | $15.4M |
| Corporations/business entities | 6 | $0 |
States served
AZ, CA, IL, MI, OH, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD