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GREYSTONE CAPITAL PARTNERS GROUP LLC
CRD 312326
616 EAST 63RD STREET, SUITE 201, KANSAS CITY, MO, 64110, United States
Phone
913-562-2882
Fax
866-797-9071
Registration
— (—)
Source
State registered
Total AUM
$101.3M
Discretionary AUM
$57.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $21.4M |
| High net worth individuals | 24 | $36.2M |
| Pension/profit sharing plans | 24 | $43.7M |
All web addresses on file
Official SEC filing: View on IAPD