Greystone Financial & Estate Services, Inc.
Greystone Financial & Estate Services, Inc. is an SEC-registered mass-market adviser in Kirkland, WA with $117.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Greystone Financial & Estate Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318092, SEC 801-132413, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $117.1M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Kirkland, WA
- Employees
- 1
- Clients
- 208
- CRD
- 318092
- Ownership
- HERNANDEZ, CLEONA, LYNN; Robertson, John, William Tadashi
How much AUM does Greystone Financial & Estate Services, Inc. have?
Greystone Financial & Estate Services, Inc. reported $117.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Greystone Financial & Estate Services, Inc.?
Disclosed owners and executives of Greystone Financial & Estate Services, Inc. include HERNANDEZ, CLEONA, LYNN, Robertson, John, William Tadashi. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.