Greythorne Advisors LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$0
0% of AUM
Avg account
$210K
Accounts
124
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 29%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds29%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Kimberly Black

    Kimberly Black

    Chief Compliance OfficerCRD 6452921

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth