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| Greystone Financial Group LLC
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| |
|---|---|
| CRD # | 306595 |
| SEC # | 801-117913 |
| CIK # | 0001166741, 0001845302 |
| AUM | $1.0 BB (2024-03-20) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 248-267-1270 |
| Address | 665 Hulet Dr Bloomfield Hills, MI 48302-0324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.2 | |
| MSFT | 1,918,222.4 | 14.6 | |
| LMT | 111,953.9 | 12.7 | |
| WMT | 335,434.5 | 12.2 | |
| AVGO | 201,282.9 | 12.1 | |
| JPM | 340,169.2 | 11.7 | |
| AXP | 107,077.6 | 10.6 | |
| SRE | 47,526.0 | 10.5 | |
| BK | 34,622.2 | 10.4 | |
| ABT | 187,298.3 | 10.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 540 | 165.3 |
| (b) Individuals (high net worth individuals) | 223 | 519.1 |
| (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 | 61 | 236.3 |
| (h) Charitable organizations | 0 | 21.6 |
| (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 | 7 | 84.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,879 | 1,026.2 |
| By Discretionary | ||
| Discretionary | 1,580 | 639.7 |
| Non-Discretionary | 299 | 386.6 |
| Total | 1,879 | 1,026.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,025.8 | |
| Total | 1,879 | 1,026.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001166741] | |
| 13F-HR | [0001845302] |
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