GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. of KIRKLAND, WA is an SEC-registered investment adviser (CRD 318092). Regulatory assets under management: $117.1M.
Registration
- CRD: 318092
- SEC file number: 801-132413
- Type: Registered investment adviser
- Location: 6725 116TH AVENUE NE, SUITE 150, KIRKLAND, WA, 98033
- Phone: 206-352-9205
- Latest filing: 2026-02-26
- Regulatory AUM: $117.1M
- Discretionary AUM: $108.7M
- Non-discretionary AUM: $8.4M
- Clients: 1
- Accounts: 551
Business model
Compensation: % of AUM.
Clients served: High net worth, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| John William Tadashi Robertson | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Cleona Lynn Hernandez | PRINCIPAL | — |
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