KIRKLAND, WACRD 318092Latest ADV February 26, 2026
Greystone Financial & Estate Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kirkland, WA. Its latest Form ADV filing, dated February 26, 2026, reports $117M in regulatory assets under management, 1 employee, and 551 accounts.
Assets Under Management
$117M
Employees
1
Offices
--
Total Clients
208
Primary office
KIRKLAND, WA
6725 116TH AVENUE NE, SUITE 150, KIRKLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
173
2
HNWI
16.3%
34
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of February 26, 2026
Discretionary92.8%
$109M
93% of total RAUM92.8%
Non-discretionary7.2%
$8M
7% of total RAUM7.2%
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$117M
Total Accounts551
10Y AUM Change+$13M (+13.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee208:1
10Y Employee Change-2 (-66.7%)
* 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.