Greystone Financial & Estate Services, Inc.
● SEC registered since 2025CRD 318092SEC# 801-132413Kirkland, WA
Reg. AUM
$117.1M
Employees
1
Accounts
551
Location
Kirkland, WA
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$117.1Mregulatory AUM
Discretionary $108.7MNon-discretionary $8.4M