GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD #318092 SEC #801-132413 KIRKLAND, WA 206-352-9205
SEC Registered
Total AUM
$103.6M
Discretionary
$95.6M
Employees
3
Clients
--
Accounts
510
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- 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 |
|---|---|---|---|---|
| Robertson, John, William Tadashi | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| HERNANDEZ, CLEONA, LYNN | I | PRINCIPAL | C | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
AZ TX WA
Address
6725 116TH AVENUE NESUITE 150
KIRKLAND, WA 98033
United States
Phone: 206-352-9205