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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Greystone Financial & Estate Services Inc
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|---|---|
| CRD # | 318092 |
| SEC # | 801-132413 |
| CIK # | |
| AUM | $103.6 M (2025-03-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 206-352-9205 |
| Address | 6725 116th Avenue NE Kirkland, WA 98033 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 59.6 |
| (b) Individuals (high net worth individuals) | 17 | 36.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 103.6 |
| By Discretionary | ||
| Discretionary | 509 | 95.6 |
| Non-Discretionary | 1 | 8.0 |
| Total | 510 | 103.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.6 | |
| Total | 510 | 103.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Berkeley Advisors Inc
✚
|
GA | 0.1 |
|
Jbglobalcom LLC
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NY | 0.1 |
|
Boston Asset Management Inc
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FL | 0.1 |
|
Petrie Capital Management LLC
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WA | 0.1 |
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NJ | 0.1 |
|
International Management Advisors Ltd
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0.1 | |
|
Abacus Capital Advisors LLC
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|
FL | 0.1 |
|
1230 Advisors LLC
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|
NY | 0.1 |
|
Blue Curve Advisory LLC
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|
MD | 0.1 |
|
Yunistone Investment Group LLC
✚
|
IL | 0.1 |