$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
6 yrs Firm Age
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- Custodian
- LPL Financial ยท SEI
- Clients
- Retail
- Platforms
- UnisonZenith momentum +more
- Established Date
- 06-21-2019
- Office Locations
- 1
Office Locations
-- Foster City CA
About Graystone Advisor, LLC
Graystone Advisor, LLC is a fee-only RIA led by CFP Aaron Agte providing comprehensive financial planning and investment management for families navigating company stock options/RSUs and 401(k) decisions. Ongoing financial life planning focuses on values-based decisions through life transitions. The firm operates as a solo practice and custodies with SEI (XY Planning Network).
Team overview
40 AVG AGE
$28.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Fusion value Ember
Investment Themes
Horizon Zenith signal Meridian
Investment Vehicles
Value element Frontier
Services
Bridge Insight legacy Zenith vector Timber Ember foundation Ridge value Beacon quantum Peak
Technology
Element peak Vital Bridge eagle
Owner & Executives
AARON MICHAEL AGTE
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #5041214
- Ownership
- 75% or more
(760) 381-1891
delta.north@timbercapital.com
in linkedin.com/in/pioneer-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,473,082 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,473,082 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,473,082
Public Funds:
17.0% Equity - Exchange:
21.7% Municipal Bonds:
8.9% Cash:
38.9% Corporate - Investment Grade:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,424,723,343 | 17.0% |
| Equity - Exchange | $1,818,617,443 | 21.7% |
| Municipal Bonds | $745,884,574 | 8.9% |
| Cash | $3,260,102,237 | 38.9% |
| Corporate - Investment Grade | $1,131,397,949 | 13.5% |
| Total | $8,380,725,546 | 100.0% |