SEC Form ADV

GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

Registered Investment AdviserWA
$117.1M
Assets Under Management
551
Total Clients
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Registration Details

Accession
CRD-318092
Location
KIRKLAND, WA
Filing Date
February 26, 2026
AUM
$117.1M
Total Clients
551
Amendment
No

About this Adviser

GREYSTONE FINANCIAL & ESTATE SERVICES, INC. is a registered investment adviser headquartered in KIRKLAND, WA, managing approximately $117.1M in assets across 551 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.