Greythorne Advisors LLC
RIAState Registered
Total AUM
$26M
Discretionary
$0
0% of AUM
Avg account
$210K
Accounts
124
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332142
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greythorne Advisors LLC is an independent, individually owned advisory firm organized as an LLC. It focuses on portfolio management for individuals and small businesses and serves a client base made up of individual and family relationships. The firm bills clients on a percentage-of-assets-under-management basis and also uses fixed-fee arrangements. Greythorne is registered to do business in New Jersey, New York and Pennsylvania and indicates it does not position itself as an ESG investor, pension consultant, or multi-state adviser in the sense used on its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations