BLOOMFIELD HILLS, MICRD 306595Latest ADV March 31, 2026
Greystone Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 31, 2026, reports $495M in regulatory assets under management, 8 employees, 2 offices, and 1,264 accounts.
Assets Under Management
$495M
Employees
8
Offices
2 offices
Total Clients
582
Primary office
BLOOMFIELD HILLS, MI
665 HULET DR., BLOOMFIELD HILLS, MI, United States
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
417
2
HNWI
25.6%
149
3
Pension Plans
1.7%
10
4
Corporations
1.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$495Mas of March 31, 2026
Discretionary92.9%
$460M
93% of total RAUM92.9%
Non-discretionary7.1%
$35M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$495M
Total Accounts1,264
10Y AUM Change+$495M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee73:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.