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| Greystone Financial Group LLC
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| CRD # | 306595 |
| SEC # | 801-117913 |
| CIK # | 0001166741, 0001845302 |
| AUM | 494.9 M (2026-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-267-1270 |
| Address | 665 Hulet Dr Bloomfield Hills, MI 48302-0324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
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Item 5 Fees and Compensation Sub-Advisory Services. We have enhanced our disclosures regarding fees and billing practices regarding our sub-advisory services. These fees are separate from and in addition to the fees charged by the client’s primary adviser. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
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ITEM 7 TYPES OF CLIENTS Our clients consist of individuals, high net worth individuals, pension and profit-sharing plans, corporations and other businesses. We do not place restrictions on clients to open or maintain an account, such as minimum account size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 10.1 | ||
| Apple Inc | 10.1 | ||
| Amgen Inc | 9.3 | ||
| Lockheed Martin Corp | 9.2 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Linde PLC | 8.7 | ||
| Broadcom Inc | 8.5 | ||
| Waste Management Inc | 8.1 | ||
| Wal Mart Stores Inc | 8.0 | ||
| Duke Energy Corp | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 126.0 |
| (b) Individuals (high net worth individuals) | 149 | 349.2 |
| (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 | 10 | 15.4 |
| (h) Charitable organizations | 0 | 4.3 |
| (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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 494.9 |
| By Discretionary | ||
| Discretionary | 1,240 | 459.7 |
| Non-Discretionary | 24 | 35.2 |
| Total | 1,264 | 494.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 491.2 | |
| Total | 1,264 | 494.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001166741] | |
| 13F-HR | [0001845302] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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