$494.9M Total AUM
$459.7M Disc. AUM
-6.4% 3Y CAGR
8 Employees
582 ADV. Clients
6 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- TimberCrest +more
- Established Date
- 01-08-2020
- Office Locations
- 2
Office Locations
2450 Colorado AVE Suite 100e Santa Monica CA
665 Hulet Dr. Bloomfield Hills MI
About Greystone Financial Group, LLC
Greystone Financial Group is a Michigan-based advisor serving individuals, employer retirement plans, and institutional clients with investment management and financial planning. Portfolios use a complementary mix of strategies with an emphasis on asset allocation and risk management, often implemented with ETFs and mutual funds. The firm also provides institutional solutions, including M&A support and sub-advisory partnerships.
Team overview
51 AVG AGE
$165.0M AVG AUM / ADVISOR
$850.4K AVG AUM / CLIENT
4.3 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Atlas Vector beacon Vital
Client Personas
Matrix
CRM
Fusion Crest pathway
Custodian
Optima Pioneer Delta Harbor oak Signal foundation Unison insight
Investment Themes
Prime fusion Peak
Investment Vehicles
Pioneer value Bridge
Platform
Alpha element
Services
Element legacy Alpha Beacon zenith Peak value Element Vector vertex Ridge Unison Wave value
Technology
Momentum prime Timber Ember Beacon Alpha frontier Horizon
Owner & Executives
T
TODD ROBINSON MOSS
Chief Compliance Officer, Partner
- CRD
- #1101733
- Ownership
- Less than 5%
(292) 544-1983
fusion.vertex@eaglecapital.com
in linkedin.com/in/timber-oak
Showing 1 of 1 owners & executives
Unlock allContacts
N
NICHOLAS LOBERG
--
- CRD
- #6778518
(228) 732-5803
prime.pathway@catalystcapital.com
in linkedin.com/in/summit-harbor
ERIC ROBINSON MOSS
Director
- CRD
- #6396665
(970) 311-6841
wave.alpha@horizoncapital.com
in linkedin.com/in/ember-pioneer
E
Element element
Ridge unison
- CRD
- #61002
(362) 604-2347
zenith.delta@frontiercapital.com
in linkedin.com/in/atlas-timber
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $459,699,914 | $370,726 |
| Non-Discretionary | $35,223,554 | $1,467,648 |
| Total | $494,923,468 | $391,553 |
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Separately Managed Accounts
Total SMA Asset: $494,923,468
Equity - Exchange:
19.0% Public Funds:
45.5% Other:
25.5% Cash:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,025,630,643 | 19.0% |
| Public Funds | $2,456,115,488 | 45.5% |
| Other | $1,376,504,285 | 25.5% |
| Cash | $539,805,602 | 10.0% |
| Total | $5,398,056,018 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM WAVE | TIMBER ELEMENT | 5P6XX17LJ | MDU | 5.83% | $5,894,211 |
| FOUNDATION SIGNAL | CREST MERIDIAN | SLNAUIXFK | MTDW | 4.59% | $114,165,407 |
| OPTIMA GLACIER | CAPITAL CREST | USYDMP296 | OPP | 10.34% | $90,547,548 |
| ATLAS PIONEER CREST | HORIZON MERIDIAN | 8B6QP98QW | XKDYX | 5.41% | $44,105,515 |
| RIDGE SIGNAL | OPTIMA MERIDIAN | 9SUSCRALT | XCMIW | 8.42% | $112,292,002 |
| MERIDIAN ZENITH ELEMENT | FOUNDATION ELEMENT | 0U2SJFXYH | KWEQV | 9.11% | $48,274,154 |
| PATHWAY MOMENTUM | ZENITH ATLAS | ONHH99809 | XPJ | 10.51% | $85,901,710 |
| FOCUS OAK SUMMIT | PATHWAY LEGACY | UW6SLJ76L | ZMHQ | 2.82% | $11,319,965 |