Adviser Profile
| As of Date | 04/16/2025 |
| Registration status | Registration Changed to GREYSTONE FINANCIAL & ESTATE SERVICES, INC. |
| ADV Location | KIRKLAND, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 103,618,051 35% |
| of that, discretionary | 95,615,278 37% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 203,173 19% |
| % High Net Worth | 8.59% -31% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds