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Greystone Financial Group

Greystone Financial Group?uq=w9if130k
1993 FOUNDED
M&A STATUS
51-60 EMPLOYEES
Merger of Eq. LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management service. The company operates as a wealth management firm providing financial planning, portfolio management, retirement planning, tax planning, net worth and cash management services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 305 West Big Beaver Road
  • Troy, MI 48084
  • United States

+1 (248) 000-0000

Greystone Financial Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Greystone Financial Group Executive Team (3)

Name Title Board
Seat
Contact
Info
John Mullins Co-Founder and President
David Klose President
Todd Moss Vice President and Co-Founder