Greystone Financial Group, LLC
Greystone Financial Group, LLC is an SEC-registered mass-market adviser in Bloomfield Hills, MI with $494.9M assets under management (AUM, regulatory AUM), -52% over one year. See who owns Greystone Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306595, SEC 801-117913, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $494.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Bloomfield Hills, MI
- Employees
- 8
- Clients
- 582
- CRD
- 306595
- Ownership
- TOPIJ, TRACY, ELIZABETH; MOSS, TODD, ROBINSON; TEAMMOSS III, LLC; GUADIANO, KRISTIE, LEE; KLEEKMSU, LLC
How much AUM does Greystone Financial Group, LLC have?
Greystone Financial Group, LLC reported $494.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Greystone Financial Group, LLC?
Disclosed owners and executives of Greystone Financial Group, LLC include TOPIJ, TRACY, ELIZABETH, MOSS, TODD, ROBINSON, TEAMMOSS III, LLC, GUADIANO, KRISTIE, LEE, KLEEKMSU, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.