Investment adviser · CRD 112683

GREYSTONE FINANCIAL GROUP, INC.

Investment adviser filing (IA)

SAN RAFAEL, CA, United States · Form ADV filed Jan 31, 2017

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

824 E. STREET
SAN RAFAEL, CA, 94901, United States

CRD 112683

Filing source

Form ADV 1065190 · Jan 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.