Greystone Financial & Estate Services, Inc., WA — Investment Adviser | BuildTrust

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GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

Investment AdviceKIRKLAND, WA

Assets Under Management

$103.6M

Total AUM

Donut chart: Discretionary 95.6M, Non-Discretionary 8.0M
Category	Value
Discretionary	95.6M
Non-Discretionary	8.0M

Adviser Information

Field	Value
CRD Number	318092
SEC Number	801-132413
Street Address	6725 116TH AVENUE NE
Street Address 2	SUITE 150
Location	KIRKLAND, WA 98033
Country	United States
Phone	206-352-9205
Fax	206-352-9186
Total Employees	3

Client Count by Type (198 Total)

Horizontal bar chart: Individuals (other than H… 179, High Net Worth Individual… 17, Pension/Profit Sharing Pl… 1, Corporations/Businesses 1
Category	Value
Individuals (other than H…	179
High Net Worth Individual…	17
Pension/Profit Sharing Pl…	1
Corporations/Businesses	1