|
⚲
|
| Keyboard |
| Greystone Financial Group LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001166741 0001845302 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Lowes Companies Inc | 7.9 | ||
| Simon Property Group Inc /DE/ | 7.8 | ||
| TJX Companies Inc /DE/ | 7.6 | ||
| Morgan Stanley | 7.3 | ||
| Microsoft Corp | 6.9 | ||
| Emerson Electric Co | 6.6 | ||
| Nvidia Corp | 6.2 | ||
| Regions Financial Corp | 6.1 | ||
| International Business Machines Corp | 6.0 | ||
| McDonalds Corp | 6.0 | ||
| McKesson Corp | 5.8 | ||
| Starbucks Corp | 5.8 | ||
| Honeywell International Inc | 5.8 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rench Wealth Management Inc
✚
|
TX | 495.9 M |
|
Monarch Capital Management Inc
✚
|
IN | 495.7 M |
|
Klosters Capital LLC
✚
|
FL | 495.6 M |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 495.5 M |
|
Portfolio Advisory Council LLC
✚
|
TX | 494.9 M |
|
JDH Wealth Management LLC
✚
|
CA | 494.9 M |
|
Sterling Wealth Management Inc
✚
|
IL | 494.6 M |
|
Pacific Ridge Capital Partners LLC
✚
|
OR | 494.6 M |
|
Balanced Wealth Group LLC
✚
|
OH | 494.1 M |
|
Busey Capital Management Inc
✚
|
IL | 493.8 M |