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| Happy Holidays!! thanks for using AUM13F!! |
| Greystone Financial Group LLC
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| CRD # | 306595 |
| SEC # | 801-117913 |
| CIK # | 0001845302, 0001166741 |
| AUM | $1.0 B (2025-03-26) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 248-267-1270 |
| Address | 665 Hulet Dr Bloomfield Hills, MI 48302-0324 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845302 0001166741 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.8 | ||
| Broadcom Inc | 17.4 | ||
| J P Morgan Chase & Co | 17.3 | ||
| Apple Inc | 16.9 | ||
| Wal Mart Stores Inc | 16.4 | ||
| American Express Co | 15.0 | ||
| Bank of New York Mellon Corp | 14.0 | ||
| Morgan Stanley | 13.7 | ||
| Lowes Companies Inc | 13.5 | ||
| Lockheed Martin Corp | 13.4 | ||
| Emerson Electric Co | 12.9 | ||
| Amgen Inc | 12.7 | ||
| Walt Disney Co | 12.7 | ||
| Linde PLC | 12.6 | ||
| Abbott Laboratories | 12.3 | ||
| Starbucks Corp | 12.2 | ||
| Chevron Corp | 11.4 | ||
| International Business Machines Corp | 11.1 | ||
| Waste Management Inc | 10.7 | ||
| TJX Companies Inc /DE/ | 10.7 | ||
| Fedex Corp | 10.2 | ||
| Duke Energy Corp | 9.8 | ||
| Fox Corp | 9.0 | ||
| AMB Property Corp | 8.8 | ||
| Regions Financial Corp | 8.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 169.6 |
| (b) Individuals (high net worth individuals) | 226 | 555.7 |
| (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 | 59 | 229.1 |
| (h) Charitable organizations | 0 | 2.0 |
| (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 | 6 | 71.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,952 | 1,028.2 |
| By Discretionary | ||
| Discretionary | 1,862 | 802.1 |
| Non-Discretionary | 90 | 226.1 |
| Total | 1,952 | 1,028.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1,027.8 | |
| Total | 1,952 | 1,028.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001166741] | |
| 13F-HR | [0001845302] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1834 Investment Advisors Co
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|
WI | 1.0 |
|
Inspire Advisors LLC
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|
ID | 1.0 |
|
Triasima Portfolio Management Inc
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|
1.0 | |
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The de Burlo Group Inc
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MA | 1.0 |
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Topsail Wealth Management LLC
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NC | 1.0 |
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Strategic Wealth Group Registered Investment Advisor LLC
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MN | 1.0 |
|
Cohalo Advisory LLC
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|
WA | 1.0 |
|
Towneley Capital Management Inc
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|
CA | 1.0 |
|
Catalyst Financial Partners LLC
✚
|
MA | 1.0 |
|
O'Hagan Group Inc
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|
PA | 1.0 |