GREYCLIFF WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$83.8M

Discretionary

$83.8M

100% of AUM

Avg account

$377K

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 307645
Registered since: March 20, 2020
Website: www.greycliffwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI71.03%
Individuals24.51%
Corporations / Businesses4.47%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Greycliff Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and focuses on serving individual and family clients, charging fees as a percentage of assets under management. Greycliff combines advisory services—financial planning and portfolio management for individuals and small businesses—with broker-dealer and insurance brokerage activities, operating as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as an active ESG investor, does not serve as a pension consultant, and is not structured as a related adviser or capital allocator.