Greystone Financial & Estate Services, Inc.
● SEC registered since 2025CRD 318092SEC# 801-132413Kirkland, WA
Reg. AUM
$117.1M
Employees
1
Accounts
551
Location
Kirkland, WA
About Greystone Financial & Estate Services
Greystone Financial & Estate Services partners with clients navigating investing, retirement, and complex financial situations. It emphasizes replacing anxiety with calm and helping people make the right choice when it matters most.
Summary based on the firm’s website.
Greystone Financial & Estate Services, Inc. assets under management
Greystone Financial & Estate Services, Inc. is an SEC-registered investment adviser based in Kirkland, WA. The firm has been registered since 2025. It reports $117.1 million in regulatory assets under management and employs 1 people.
Greystone Financial & Estate Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cleona Lynn Hernandez Control | Principal | 25-50% | 2019 |
| John William Tadashi Robertson Control | Principal/Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does Greystone Financial & Estate Services, Inc. manage?
Greystone Financial & Estate Services, Inc. reports $117.1 million in regulatory assets under management on its Form ADV.
How many employees does Greystone Financial & Estate Services, Inc. have?
Greystone Financial & Estate Services, Inc. reports 1 employees.
Where is Greystone Financial & Estate Services, Inc. located?
Greystone Financial & Estate Services, Inc. is based in Kirkland, WA and has been SEC-registered since 2025.
Does Greystone Financial & Estate Services, Inc. disclose fund performance?
Greystone Financial & Estate Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6725 116th Avenue NE, Suite 150, Kirkland, WA 98033 |
| Phone | 206-352-9205 |
| Fax | 206-352-9186 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.1M▲ 13%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$117.1Mregulatory AUM
Discretionary $108.7MNon-discretionary $8.4M