Greystone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$475,203,059
Clients
566
Advisors
4
of 8 employees
About
Greystone Financial Group serves individual clients — including high-net-worth households — as well as pension and profit-sharing plans, corporations and other businesses, managing roughly $495 million in client assets across its advisory relationships. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting and acts as a 3(38) investment manager for qualified retirement plans; it also accepts sub‑advisory engagements for other advisers.
The firm describes a tactical investment approach that starts from baseline asset mixes and actively adjusts portfolio weightings based on market conditions, combining fundamental and technical analysis and macroeconomic indicators to guide buy and sell decisions. Its published strategies span diversified tactical ETF portfolios, concentrated and dividend-focused equity approaches, tax-sensitive and venture-oriented strategies, fixed-income allocations and blended growth-and-income options, with tax-loss harvesting used in its tax-sensitive strategy.
Several features of Greystone’s practice are uncommon among similar supported firms: its materials and advertising include performance results, third‑party ratings and client testimonials, and it discloses sub‑advisory relationships (including a familial relationship with one partner firm) and the policies used to address potential conflicts. The firm also offers a bank deposit product that is handled outside its standard management fee schedule and recently disclosed limited use of artificial intelligence for administrative and operational purposes.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.000% $5,000,001 - $10,000,000: 0.900% $10,000,001 - $20,000,000: 0.800% $20,000,001+: 0.700%
Fee-only: Annual management fees based on asset tiers as listed; no commissions or sales charges.
Main office
665 Hulet Dr.
Bloomfield Hills MI 48302-0324
Advisors at this office
4
Most active in
Arizona · California · Florida · Illinois · Michigan · New Hampshire · Ohio · Tennessee · Texas · Virginia
Also doing business as
Greystone Financial Group, LLC · Greystone Financial Group, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian S
Series 66
Bloomfield Hills, MI
Greystone Financial Group, LLC
Brian Stone is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at Polaris Greystone Financial Group, LLC from 2015 to 2020. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses by providing discretionary and non-discretionary investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach that combines fundamental and technical analysis with active portfolio adjustments aimed at managing downside risk and pursuing risk-adjusted returns across various asset classes.
Nicholas L
Series 63, Series 65
Bloomfield Hills, MI
Greystone Financial Group, LLC
Nicholas Loberg is a financial advisor with Greystone Financial Group, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has previously worked at Concorde Investment Services, Concorde Asset Management, Spectrum Financial Resources, and other firms. In addition to advisory work, he serves as Director of Brokerage Operations and Operations Manager for related Concorde entities. Greystone Financial Group manages approximately $495 million in assets for individual clients, high-net-worth households, businesses, and retirement plans. The firm employs a tactical investment approach that adjusts portfolio weightings based on market conditions using a combination of fundamental, technical, and macroeconomic analysis.
Eric M
Series 66
Bloomfield Hills, MI
Greystone Financial Group, LLC
Eric Moss is a financial advisor at Greystone Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade and J.P. Morgan Securities. Greystone Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, corporations, and other businesses, managing approximately $495 million in client assets. The firm employs a tactical investment approach that combines fundamental and technical analysis with macroeconomic indicators to actively adjust portfolio weightings.
Todd M
CFP®, Series 63
Bloomfield Hills, MI
Greystone Financial Group, LLC
Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.
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