PPrivate Fund Data Log in Join · $37/mo

Greycliff Wealth Management, LLC

● SEC registered since 2020CRD 307645SEC# 801-118270New York, NY
Export (members)
Reg. AUM
$96.8M
Employees
4
Accounts
207
Location
New York, NY

Greycliff Wealth Management, LLC assets under management

Greycliff Wealth Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2020. It reports $96.8 million in regulatory assets under management and employs 4 people.

Greycliff Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian J Tirri ControlMember, Chief Compliance Officer25-50%2020
Ina Cohen ControlMember50-75%2021
Jason Gold ControlMember25-50%2020

Frequently asked questions

How much does Greycliff Wealth Management, LLC manage?

Greycliff Wealth Management, LLC reports $96.8 million in regulatory assets under management on its Form ADV.

How many employees does Greycliff Wealth Management, LLC have?

Greycliff Wealth Management, LLC reports 4 employees.

Where is Greycliff Wealth Management, LLC located?

Greycliff Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2020.

Does Greycliff Wealth Management, LLC disclose fund performance?

Greycliff Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1185 6th Ave, Floor 3, New York, NY 10036
Phone201-738-2818
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$96.8M
Non-discretionary$0
Total (RAUM)$96.8M