Greystone Financial Group, LLC
● SEC registered since 2020CRD 306595SEC# 801-117913Bloomfield Hills, MI
Reg. AUM
$494.9M
Employees
8
Accounts
1,264
Location
Bloomfield Hills, MI
Greystone Financial Group, LLC assets under management
Greystone Financial Group, LLC is a registered investment adviser overseen by the SEC based in Bloomfield Hills, MI. The firm has been registered since 2020. It reports $494.9 million in regulatory assets under management and employs 8 people.
Greystone Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Teammoss III, LLC Control | Manager | Over 75% | 2021 |
| Todd Robinson Moss Control | Chief Compliance Officer | Under 5% | 2020 |
| Todd Robinson Moss Control | Sole Member | Over 75% | 2021 |
Frequently asked questions
How much does Greystone Financial Group, LLC manage?
Greystone Financial Group, LLC reports $494.9 million in regulatory assets under management on its Form ADV.
How many employees does Greystone Financial Group, LLC have?
Greystone Financial Group, LLC reports 8 employees.
Where is Greystone Financial Group, LLC located?
Greystone Financial Group, LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2020.
Does Greystone Financial Group, LLC disclose fund performance?
Greystone Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 665 Hulet Dr., Bloomfield Hills, MI 48302-0324 |
| Phone | 248-267-1270 |
| Fax | 248-267-1280 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1845302 |
| Discloses disciplinary history | No |
Regulatory AUM
$494.9M▼ 52%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$494.9Mregulatory AUM
Discretionary $459.7MNon-discretionary $35.2M