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 an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and serves a client base made up of individual and family investors. Compensation is charged via a combination of asset-based fees and fixed fees. The firm does not position itself as an ESG investor, is not structured as a multi-state adviser, and is not identified as a capital allocator, pension consultant, or related adviser in the source material. The SEC registration year is not provided in the available data.
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