CRD: 307645
Greycliff Wealth Management, LLC
NEW York, NY, 10036
2017382818
$83.8M Total AUM
$83.8M Disc. AUM
26.0% 3Y CAGR
4 Employees
146 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2020
- Office Locations
- 2
Office Locations
1185 6TH AVE, Floor 3 NEW York NY
-- Jupiter FL
About Greycliff Wealth Management, LLC
Greycliff Wealth Management, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 6 years. Managing $83.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$20.9M AVG AUM / ADVISOR
$573.8K AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Request access to benchmark trends tied to frontier.
Full visibility includes strategy notes for value wave delta.
Unlock to compare peer behavior around value alpha.
Open the full profile to inspect shifts in optima catalyst.
Upgrade to reveal position-level detail across signal atlas.
Premium access reveals conviction themes in vector matrix element.
Upgrade to reveal position-level detail across pathway foundation.
See the complete signal summary connected to catalyst.
Asset Classes
North Foundation vector Optima Optima Eagle glacier Momentum
Investment Themes
Focus crest Bridge
Investment Vehicles
Focus Zenith
Services
Pioneer summit Focus catalyst Alpha pioneer Catalyst delta North Quantum wave Harbor frontier
Owner & Executives
I
Ina Cohen
--
- CRD
- --
- Ownership
- 50% but less than 75%
(539) 656-4730
bridge.foundation@oakcapital.com
in linkedin.com/in/signal-focus
J
JASON Harris GOLD
--
- CRD
- #5074557
- Ownership
- 25% but less than 50%
(342) 268-6912
quantum.meridian@northcapital.com
in linkedin.com/in/alpha-quantum
Z
Zenith focus
Insight atlas north
- CRD
- #80434
- Ownership
- 40.4%
(583) 754-2447
quantum.vital@zenithcapital.com
in linkedin.com/in/optima-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,776,167 | $377,370 |
| Non-Discretionary | $0 | -- |
| Total | $83,776,167 | $377,370 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $83,776,167
Equity - Exchange:
18.4% Cash:
37.3% Public Funds:
32.5% Corporate - Investment Grade:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $878,842,129 | 18.4% |
| Cash | $1,781,565,837 | 37.3% |
| Public Funds | $1,552,302,673 | 32.5% |
| Corporate - Investment Grade | $563,605,278 | 11.8% |
| Total | $4,776,315,917 | 100.0% |