# Greystone Financial & Estate Services

Greystone Financial & Estate Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/john-d-amelio-cfp%c2%ae-075204108

## Regulatory record

- **CRD number:** 318092
- **SEC file number:** 801-132413
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318092

## About

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.

## 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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Last updated: 2026-07-06T01:24:17.614Z

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