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 that provides fee-based portfolio and planning services to individuals, families and institutions. The firm operates on a percentage-of-AUM fee model and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its advisory activities. Greystone is not marked as an active ESG investor. The firm received a Citywire mention in 2024 as part of the "50 Growers Across America" feature.
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 4
Todd 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 34Active vs passive
$116M in ETFs
100%
$116M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $21.5M | 275,668 | 18.50% |
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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