Graystone Partners Wealth Management, LLC
Graystone Partners Wealth Management, LLC (CRD# 306068) is a financial advisory firm headquartered in Tempe, AZ. They manage $265,729,297 in 1,440 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
Graystone Partners Wealth Management, LLC
By the Numbers
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Total Assets Under Management266MILLION
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Total Number of Accounts1,440ACCOUNTS
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Average Account Value$184,534
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, IL, MI, NC, NE, NH, OH, OR, TX, WA
Financial Advisors at Graystone Partners Wealth Management, LLC
1
Jerry Gray (CRD# 2270560) is an Investment Advisor Representative working at Graystone Partners Wealth Management, LLC in Tempe, AZ and has over 31 years of experience in the finance industry.
2
Janette Schwendeman (CRD# 5600261) is an Investment Advisor Representative working at Graystone Partners Wealth Management, LLC in Tempe, AZ and has over 15 years of experience in the finance industry.
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