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Greystone Financial Group, LLC

● SEC registered since 2020CRD 306595SEC# 801-117913Bloomfield Hills, MI
Export (members)
Reg. AUM
$1.03B
Employees
20
Accounts
1,952
Location
Bloomfield Hills, MI

Greystone Financial Group, LLC assets under management

Greystone Financial Group, LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2020. It reports $1 billion in regulatory assets under management and employs 20 people.
www.facebook.com/greystonefinancialgroupllcView on SEC.gov ↗

Greystone Financial Group, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kleekmsu, LLCSole Member5-10%2021
Teammoss III, LLC ControlSole MemberOver 75%2021
Todd Robinson Moss ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Greystone Financial Group, LLC manage?

Greystone Financial Group, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Greystone Financial Group, LLC have?

Greystone Financial Group, LLC reports 20 employees.

Where is Greystone Financial Group, LLC located?

Greystone Financial Group, LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2020.

Does Greystone Financial Group, LLC disclose fund performance?

Greystone Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address665 Hulet Dr., Bloomfield Hills, MI 48302-0324
Phone248-267-1270
Fax248-267-1280
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1845302
Discloses disciplinary historyNo

Assets under management

Discretionary$802.1M
Non-discretionary$226.1M
Total (RAUM)$1.03B