GREYSTONE FINANCIAL GROUP, INC.
CRD #112683 SEC #801-62207 SAN RAFAEL, CA 248-267-1270
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
26
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2016 | $65.4M | $65.4M | $21.6K | 1 | 500 |
| Nov 2015 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Jul 2015 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Apr 2015 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Jan 2015 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Jan 2015 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Dec 2014 | $340.8M | $340.7M | $113.3K | 11 | 500 |
| Dec 2014 | $326M | $323M | $3M | 16 | 500 |
| May 2014 | $326M | $323M | $3M | 16 | 500 |
| Dec 2013 | $326M | $323M | $3M | 16 | 500 |
| Nov 2013 | $321M | $296M | $25M | 10 | 513 |
| Sep 2013 | $321M | $296M | $25M | 10 | 513 |
| Feb 2013 | $321M | $296M | $25M | 10 | 513 |
| Dec 2012 | $321M | $296M | $25M | 10 | 513 |
| Aug 2012 | $310M | $310M | $0 | 1 | 513 |
| Mar 2012 | $310M | $310M | $0 | 1 | 513 |
| Mar 2012 | $310M | $310M | $0 | 1 | 513 |
| Dec 2011 | $281.7M | $281.7M | $0 | 1 | 513 |
| Aug 2011 | $286M | $276M | $10M | 5 | -- |
| May 2011 | $286M | $276M | $10M | 5 | -- |
| Dec 2010 | $286M | $276M | $10M | 5 | -- |
| Nov 2010 | $267M | $257M | $10M | 5 | -- |
| Oct 2009 | $267M | $257M | $10M | 5 | -- |
| Nov 2007 | $332M | $306M | $26M | 5 | -- |
| Oct 2007 | $332M | $306M | $26M | 5 | -- |
| Dec 2005 | $260M | $230M | $30M | 5 | -- |
| Jun 2005 | $142M | $142M | $0 | 5 | -- |
| Dec 2003 | $5.8B | $5.8B | $0 | 5 | -- |
DateJan 2016
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$21.6K
Employees1
Clients500
DateNov 2015
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateJul 2015
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateApr 2015
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateJan 2015
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateJan 2015
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateDec 2014
Total AUM$340.8M
Discretionary$340.7M
Non-Disc.$113.3K
Employees11
Clients500
DateDec 2014
Total AUM$326M
Discretionary$323M
Non-Disc.$3M
Employees16
Clients500
DateMay 2014
Total AUM$326M
Discretionary$323M
Non-Disc.$3M
Employees16
Clients500
DateDec 2013
Total AUM$326M
Discretionary$323M
Non-Disc.$3M
Employees16
Clients500
DateNov 2013
Total AUM$321M
Discretionary$296M
Non-Disc.$25M
Employees10
Clients513
DateSep 2013
Total AUM$321M
Discretionary$296M
Non-Disc.$25M
Employees10
Clients513
DateFeb 2013
Total AUM$321M
Discretionary$296M
Non-Disc.$25M
Employees10
Clients513
DateDec 2012
Total AUM$321M
Discretionary$296M
Non-Disc.$25M
Employees10
Clients513
DateAug 2012
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees1
Clients513
DateMar 2012
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees1
Clients513
DateMar 2012
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees1
Clients513
DateDec 2011
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees1
Clients513
DateAug 2011
Total AUM$286M
Discretionary$276M
Non-Disc.$10M
Employees5
Clients--
DateMay 2011
Total AUM$286M
Discretionary$276M
Non-Disc.$10M
Employees5
Clients--
DateDec 2010
Total AUM$286M
Discretionary$276M
Non-Disc.$10M
Employees5
Clients--
DateNov 2010
Total AUM$267M
Discretionary$257M
Non-Disc.$10M
Employees5
Clients--
DateOct 2009
Total AUM$267M
Discretionary$257M
Non-Disc.$10M
Employees5
Clients--
DateNov 2007
Total AUM$332M
Discretionary$306M
Non-Disc.$26M
Employees5
Clients--
DateOct 2007
Total AUM$332M
Discretionary$306M
Non-Disc.$26M
Employees5
Clients--
DateDec 2005
Total AUM$260M
Discretionary$230M
Non-Disc.$30M
Employees5
Clients--
DateJun 2005
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees5
Clients--