Greythorne Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 332142
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greythorne Advisors LLC is a small, owner-run advisory firm focused on serving individual and family clients, plus small business owners. The firm’s business model is advice-heavy: it provides portfolio management and financial planning on a largely non-discretionary basis and charges clients by a percentage of assets under management and by fixed fees. Greythorne does not position itself as an ESG-driven manager, nor as a multi-state or pension consultant adviser. Its activity profile points to a traditional wealth-advisory practice that emphasizes equity exposure and personalized guidance rather than running pooled products or acting as a capital allocator.
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 Equities65%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Kimberly Black
Chief Compliance OfficerCRD 6452921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations