GREYSTONE FINANCIAL GROUP, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 306595
- Registered since
- January 8, 2020
- Website
- greystonefg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.56%
- Individuals25.45%
- Pension & Profit Sharing Plans3.12%
- Charitable Organizations0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Greystone Financial Group, LLC is an independent registered investment adviser formed in 2020 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional accounts, and pension consulting services. Greystone does not present itself as a capital allocator and is not identified as an active ESG investor. The firm was included in Citywire’s "50 Growers Across America" list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds38%
- Other5%
- Cash & Cash Equivalents3%
Contacts
3 of 4TODD MOSS
Managing PartnerCRD 1101733
BRIAN STONE
DirectorCRD 4504731
NICHOLAS LOBERG
Portfolio ManagerCRD 6778518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$114M in ETFs
100%
$114M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $22M | 280,435 | 19.32% |
Location
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 665 Hulet Dr
- Time zone
- ET (UTC-5)
- Office locations
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