Investment adviser · CRD 171405
POLARIS GREYSTONE ADVISORY GROUP, LLC
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Sep 16, 2020
- Regulatory AUM
- $24M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 5 | $24,037,119 | 100.0% |
Filing source
Form ADV 1456865 · Sep 16, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 16, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
305 W. BIG BEAVER, SUITE 205TROY, MI, 48084, United States
CRD 171405
Filing source
Form ADV 1456865 · Sep 16, 2020 · 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.