GREYSTONE FINANCIAL GROUP, LLC
CRD #306595 SEC #801-117913 BLOOMFIELD HILLS, MI 248-267-1270
SEC Registered
Total AUM
$1B
Discretionary
$802.1M
Employees
20
Clients
--
Accounts
1,952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1B | $802.1M | $226.1M | 20 | 0 |
| Mar 2025 | $1B | $802.1M | $226.1M | 20 | 0 |
| Dec 2024 | $1B | $639.7M | $386.6M | 21 | 0 |
| Mar 2024 | $1B | $639.7M | $386.6M | 21 | 0 |
| Sep 2023 | $1.1B | $604M | $470.9M | 20 | 0 |
| Aug 2023 | $1.1B | $604M | $470.9M | 20 | 0 |
| Mar 2023 | $564.9M | $556.3M | $8.6M | 16 | 0 |
| Nov 2022 | $617.6M | $600.3M | $17.2M | 16 | 0 |
| Mar 2022 | $617.6M | $600.3M | $17.2M | 16 | 0 |
| Mar 2021 | $529.7M | $517.1M | $12.6M | 14 | 0 |
| Dec 2020 | $528.3M | $510.6M | $17.6M | 13 | 0 |
| Sep 2020 | $528.3M | $510.6M | $17.6M | 13 | 0 |
DateSep 2025
Total AUM$1B
Discretionary$802.1M
Non-Disc.$226.1M
Employees20
Clients0
DateMar 2025
Total AUM$1B
Discretionary$802.1M
Non-Disc.$226.1M
Employees20
Clients0
DateDec 2024
Total AUM$1B
Discretionary$639.7M
Non-Disc.$386.6M
Employees21
Clients0
DateMar 2024
Total AUM$1B
Discretionary$639.7M
Non-Disc.$386.6M
Employees21
Clients0
DateSep 2023
Total AUM$1.1B
Discretionary$604M
Non-Disc.$470.9M
Employees20
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$604M
Non-Disc.$470.9M
Employees20
Clients0
DateMar 2023
Total AUM$564.9M
Discretionary$556.3M
Non-Disc.$8.6M
Employees16
Clients0
DateNov 2022
Total AUM$617.6M
Discretionary$600.3M
Non-Disc.$17.2M
Employees16
Clients0
DateMar 2022
Total AUM$617.6M
Discretionary$600.3M
Non-Disc.$17.2M
Employees16
Clients0
DateMar 2021
Total AUM$529.7M
Discretionary$517.1M
Non-Disc.$12.6M
Employees14
Clients0
DateDec 2020
Total AUM$528.3M
Discretionary$510.6M
Non-Disc.$17.6M
Employees13
Clients0
DateSep 2020
Total AUM$528.3M
Discretionary$510.6M
Non-Disc.$17.6M
Employees13
Clients0