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Greystone Financial & Estate Services
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. is an SEC-registered investment adviser in Kirkland, WA, registered since 2025. The firm manages $117 million in...
Greystone Financial & Estate Services
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. is an SEC-registered investment adviser in Kirkland, WA, registered since 2025. The firm manages $117 million in assets, with $109 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who leads Greystone Financial & Estate Services?
Leadership is not publicly disclosed. No named principals appear on the firm's corporate filings or in industry press, so the decision-makers remain unknown.
Does Greystone Financial & Estate Services disclose assets under management?
No. The firm does not publicly report AUM, and no third-party source provides an estimate.
Where is Greystone Financial & Estate Services based?
The firm is registered in the United States, though no specific office address is publicly available.
What known investments has Greystone Financial & Estate Services made?
None. No portfolio companies, deals, or co-investments are documented in public sources.
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