# GREYSTONE FINANCIAL GROUP, LLC

GREYSTONE FINANCIAL GROUP, LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 306595
- Type: SEC-registered investment adviser
- SEC file number: 801-117913
- Location: 665 HULET DR., BLOOMFIELD HILLS, MI, 48302-0324
- Phone: 248-267-1270
- Latest filing: 2026-03-31
- Regulatory AUM: $494.9M
- Discretionary AUM: $459.7M
- Non-discretionary AUM: $35.2M
- Clients: 8
- Accounts: 1,264

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Kristie Lee Guadiano | SOLE MEMBER | — |
| Todd Robinson Moss | CHIEF COMPLIANCE OFFICER; SOLE MEMBER | — |
| MOSS TODD ROBINSON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; SOLE MEMBER | — |
| GUADIANO KRISTIE LEE | DIRECTOR; SOLE MEMBER | — |
| TOPIJ TRACY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HOUSTON | TX | 1 | 713-853-9710 |
| SANTA MONICA | CA | 1 | 310-400-3780 |
| HOUSTON | TX | 1 | 713-853-9710 |
| SANTA MONICA | CA | 1 | 310-400-3780 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306595/similar
- Related entities: https://search.stillhousedata.com/firm/306595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.