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 organized as an LLC. The firm is SEC-registered (initial registration reported in 2020) and charges clients on a percentage-of-AUM basis. Its client mix spans high-net-worth individuals and families as well as institutional and business accounts. Core service offerings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions and other businesses, and pension consulting. The firm does not describe itself as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$106M in ETFs
90%
$95.5M
10%
$10.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $20.9M | 273,657 | 19.69% |
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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