POLARIS GREYSTONE ADVISORY GROUP, LLC
CRD #171405 SEC #801-80493 TROY, MI 2482671270
SEC Registered
Total AUM
$24M
Discretionary
$0
Employees
4
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $24M | $0 | $24M | 4 | 0 |
| Aug 2020 | $24M | $0 | $24M | 4 | 0 |
| Jul 2020 | $24M | $0 | $24M | 4 | 0 |
| Apr 2020 | $24M | $0 | $24M | 4 | 0 |
| Feb 2020 | $24M | $0 | $24M | 4 | 0 |
| Mar 2019 | $24.9M | $0 | $24.9M | 4 | 0 |
| Mar 2018 | $24.6M | $0 | $24.6M | 5 | 0 |
| Sep 2017 | $22.4M | $0 | $22.4M | 3 | 1 |
| Mar 2017 | $22.4M | $0 | $22.4M | 3 | 1 |
| Feb 2017 | $0 | $0 | $0 | 3 | 1 |
| Mar 2016 | $0 | $0 | $0 | 3 | 1 |
| Nov 2015 | $0 | $0 | $0 | 5 | 0 |
| Feb 2015 | $0 | $0 | $0 | 5 | 0 |
| Oct 2014 | $0 | $0 | $0 | 5 | 0 |
DateSep 2020
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees4
Clients0
DateAug 2020
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees4
Clients0
DateJul 2020
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees4
Clients0
DateApr 2020
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees4
Clients0
DateFeb 2020
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees4
Clients0
DateMar 2019
Total AUM$24.9M
Discretionary$0
Non-Disc.$24.9M
Employees4
Clients0
DateMar 2018
Total AUM$24.6M
Discretionary$0
Non-Disc.$24.6M
Employees5
Clients0
DateSep 2017
Total AUM$22.4M
Discretionary$0
Non-Disc.$22.4M
Employees3
Clients1
DateMar 2017
Total AUM$22.4M
Discretionary$0
Non-Disc.$22.4M
Employees3
Clients1
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients1
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0