SourcingSourcing

GREYSTONE FINANCIAL GROUP, LLC

A77
CRD 306595·SEC 801-117913·BLOOMFIELD HILLS, MI
AUM
$494.9M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREYSTONE FINANCIAL GROUP, LLC
CRD
306595
SEC file #
801-117913
EIN
452613011
DBA names
—

Economics

AUM
$494.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$528.3M → $494.9M▼ -6%
Client mix
Individuals Other417
Individuals High Net Worth149
Pension Profit Sharing Plans10
Corporations6

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
8 advisors → 3 advisors▼ -62%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/greystonefinancialgroupllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEAMMOSS III, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TEAMMOSS III, LLC
MOSS, TODD, ROBINSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:greystone.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
36,574
Form 5500 Compensation Trajectory 3y
202536,574
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
36,574
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001582968
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
2013-07-31
Edgar Last Filing Date
2023-10-11
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2023-10-11
Accession0001544576-23-000006
Edgar Former Names
Polaris Greystone Financial Group, LLC
Polaris Wealth Advisers, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.526
Soi Zip Pct 200k Plus
0.3387
Soi Zip Returns 200k Plus
2,930
Soi Zip Total AGI
2,920,839
Fdic Zip Total Deposits
29,828,929,000
Fdic Zip Branch Count
209
Fdic Zip Top Banks
Comerica Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
824 E STREETSAN RAFAEL, CA 94901
Business
824 E STREETSAN RAFAEL, CA 94901
Edgar EIN
452613011
Edgar Recent Filings
13F-HR2023-10-11 · 0001544576-23-000006
13F-HR2023-08-07 · 0001582968-23-000007
Fdic Zip Branches Raw
Standard Federal BankBloomfield Hills, MI
First Security Savings Bank, FSBBloomfield Hills, MI
Fdic Zip HHI
1776.39
Fdic Zip Top Bank Share Pct
24.92
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,054
Returns1,790
Stub 2
AGI33,180
Returns900
Stub 3
AGI47,684
Returns770
Soi Zip Total Business Income
117,858
Soi Zip Total Cap Gains
399,065
Soi Zip Total Dividends
158,905
Soi Zip Total Returns
8,650
Trust Company Affiliate
No

People (4)

4
MOSS, TODD, ROBINSON
IAR · Executive Officer · 2.5%
1101733
BRIAN A STONE
IAR
4504731
ERIC ROBINSON MOSS
IAR
6396665
NICHOLAS LOBERG
IAR
6778518