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|
| Keyboard |
| Greystone Financial & Estate Services Inc
✚
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|
|---|---|
| CRD # | 318092 |
| SEC # | 801-132413 |
| CIK # | |
| AUM | 117.1 M (2026-02-26) |
| Employees | 1 (100% 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) | 173 | 45.9 |
| (b) Individuals (high net worth individuals) | 34 | 62.8 |
| (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 | 8.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 117.1 |
| By Discretionary | ||
| Discretionary | 550 | 108.7 |
| Non-Discretionary | 1 | 8.4 |
| Total | 551 | 117.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.1 | |
| Total | 551 | 117.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LJ BREY Inc
✚
|
117.3 M | |
|
Integra Wealth Advisors LLC
✚
|
TX | 117.3 M |
|
Buckram Securities Ltd
✚
|
NY | 117.3 M |
|
Dunham Lane Capital Partners LLC
✚
|
CT | 117.2 M |
|
Legacy Road LLC
✚
|
117.2 M | |
|
Georgia Advisory Group LLC
✚
|
GA | 117.0 M |
|
WURZ Financial Services LLC
✚
|
OH | 117.0 M |
|
Abraham & Co Inc
✚
|
117.0 M | |
|
Burt Asset Management Inc
✚
|
117.0 M | |
|
Trident Advisors Inc
✚
|
PA | 116.9 M |