GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$117,107,722
Discretionary
$108,718,080
Non-discretionary
$8,389,642
Firm details
- CRD number
- 318092
- SEC file number
- 801-132413
- Main office
- KIRKLAND, WA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://greystoneinvest.com
- Fee structure
-
Percentage of AUM
As of October 2026.