CRD: 112727
Greystone Investment Advisors, Inc.
Springfield, MO, 65804
4178491956
$23.6M Total AUM
$23.6M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-1997
- Office Locations
- 1
Office Locations
3816 S. Greystone Ct. Suite A Springfield MO
About Greystone Investment Advisors, Inc.
Greystone Investment Advisors, Inc. is a Springfield-based RIA. The firm has been operating for 28 years. Managing $23.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Insurance.
Team overview
69 AVG AGE
$23.6M AVG AUM / ADVISOR
$393.2K AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Fusion Pathway
Client Personas
Meridian
Investment Themes
Oak atlas
Investment Vehicles
North meridian
Services
Unison vital Vital harbor
Owner & Executives
J
JOHN GRESHAM GILL
President, Wealth Advisor
- CRD
- #1264787
- Ownership
- 75% or more
(568) 529-4292
momentum.glacier@fusioncapital.com
in linkedin.com/in/alpha-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,591,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,591,072 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,591,072
Equity - Exchange:
51.7% Cash:
48.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,899,889,358 | 51.7% |
| Cash | $2,709,180,967 | 48.3% |
| Total | $5,609,070,325 | 100.0% |