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GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

KIRKLAND, WA · CRD 318092 · IAPD ↗ · greystoneinvest.com · 206-352-9205

$117.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — GREYSTONE FINANCIAL & ESTATE SERVICES, INC. (KIRKLAND, WA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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