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COVID WEALTH STRATEGIES

Covid Wealth StrategiesGreystone2021-05-13T14:47:12+00:00

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In July 2022, Financial Advisor magazine recognized Greystone as one of America’s Top RIAs based on assets under management as of December 31, 2021.

A dedicated, hand-picked team of financial professionals with a systematic and analytical approach. Our financial specialists include CPAs and estate planners with robust, well-rounded, and creative insights.

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Michigan Office
665 Hulet Dr.
Bloomfield Hills, MI 48302
Phone: (248) 267-1270

Texas Office
5444 Westheimer Rd | Suite 1000
Houston, Texas 77056
Phone: (713) 853-9710

California Office
2450 Colorado Avenue | Suite 100E
Santa Monica, California 90404
Phone: (310) 400-3780

Virginia Office
249 Central Park Avenue | Suite 300-252
Virginia Beach, VA 23462
Phone: (757) 910-0420

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The Financial Advisor (“FA”) RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA’s survey by the deadline. FA does its best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021, to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included in FA’s expanded 2022 online RIA survey. This ranking does not evaluate the quality of services provided to clients and is not indicative of Greystone’s future performance. Greystone did not pay a fee to Financial Advisor for inclusion on this list.