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GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092 · SEC 801-132413
6725 116TH AVENUE NE, SUITE 150, KIRKLAND, WA, 98033, United States
Phone
206-352-9205
Fax
206-352-9186
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.1M
Discretionary AUM
$108.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)AD-HOC FINANCIAL CONSULTING ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $45.9M |
| High net worth individuals | 34 | $62.8M |
| Pension/profit sharing plans | 1 | $8.4M |
States served
AZ, WA, TX
All web addresses on file
Official SEC filing: View on IAPD