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GREYSTONE FINANCIAL GROUP, LLC

BLOOMFIELD HILLS, MI · CRD 306595 · IAPD ↗ · 248-267-1270

$494.9MRegulatory AUM
3Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — GREYSTONE FINANCIAL GROUP, LLC reported RAUM down 52% ($1.03B -> $494.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — GREYSTONE FINANCIAL GROUP, LLC shrank from 11 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
January 2025 — GREYSTONE FINANCIAL GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.