| Name | Title | Ownership | Since |
|---|---|---|---|
| Cleona Lynn Hernandez Control | Principal | 25-50% | 2019 |
| John William Tadashi Robertson Control | Principal/Chief Compliance Officer | 50-75% | 2019 |
Greystone Financial & Estate Services, Inc. reports $103.6 million in regulatory assets under management on its Form ADV.
Greystone Financial & Estate Services, Inc. reports 3 employees.
Greystone Financial & Estate Services, Inc. is based in Kirkland, WA and has been SEC-registered since 2025.
Greystone Financial & Estate Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6725 116th Avenue NE, Suite 150, Kirkland, WA 98033 |
| Phone | 206-352-9205 |
| Fax | 206-352-9186 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $95.6M |
| Non-discretionary | $8M |
| Total (RAUM) | $103.6M |