GREYSTONE FINANCIAL & ESTATE SERVICES, INC.

CRD 318092File 801-132413

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$117.1M

Bottom 25% of cohort (national)

Discretionary AUM

$108.7M

Non-discretionary $8.4M

Clients

208

551 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Apr 14, 2025
Principal office: 6725 116TH AVENUE NE, SUITE 150, KIRKLAND, WA, 98033
Phone: 206-352-9205
Website: https://greystoneinvest.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $117.1M
Discretionary AUM: $108.7M
Non-discretionary AUM: $8.4M
Discretionary accounts: 550
Non-discretionary accounts: 1
Total accounts: 551
AUM per client: $563K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	34	$62.8M
Pension and profit sharing plans	Fewer than 5	$8.4M
Individuals (other than high net worth individuals)	173	$45.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.