GREYSTONE FINANCIAL GROUP, LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 306595). Regulatory assets under management: $494.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| 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 | — |
| 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 |