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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| ANSCHUETZ, CHAD | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| CRAWFORD, MARK | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| GUADIANO, KRISTIE, LEE | I | ELECTED MANAGER | NA | Control |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASON, JAMES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CCO & CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| MOSS, TODD, ROBINSON | I | ELECTED MANAGER, CEO | NA | Control |
| TOPIJ, TRACY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| TOPIJ, TRACY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREYSTONE FINANCIAL GROUP, INC. | DE | MEMBER | D | Control |
| GREYSTONE FINANCIAL GROUP, INC. | DE | MEMBER | D | Control |
| GREYSTONE FINANCIAL GROUP, INC. | DE | MEMBER | D | Control |
| GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| POLARIS GREYSTONE FINANCIAL GROUP, LLC | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
| SOUTH PADRE VENTURES 2, L.L.C. | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| CRAWFORD, MARK | I | SOUTH PADRE VENTURES 2, L.L.C. | F | Control |
| MOSS, TODD, ROBINSON | I | GREYSTONE FINANCIAL GROUP, LLC | E | Control |
| MOSS, TODD, ROBINSON | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| MOSS, TODD, ROBINSON | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| MOSS, TODD, ROBINSON | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| MULLINS, JOHN, EDWARD | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| MULLINS, JOHN, EDWARD | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| MULLINS, JOHN, EDWARD | I | GREYSTONE FINANCIAL GROUP, INC. | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| POLARIS EQUITY MANAGEMENT, INC. | DE | POLARIS GREYSTONE FINANCIAL GROUP | D | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
| MOSS EQUITY MANAGEMENT, LLC | DE | POLARIS GREYSTONE FINANCIAL GROUP | C | Control |
Registrations
Federal
IA
Aug 11, 2020 REGISTERED
Notice Filings (3)
CA MI TX
Address
305 W. BIG BEAVERTROY, MI 48098
United States
Phone: 2482671270