DFX Intelligence

P•••••• G•••••••• A••••••• G••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

P•••••• G•••••••• A••••••• G••••• L••

CRD 171405

TROY, MI

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Search this name across graphsid dfx:ria:36c4c138-c15c-53cf-48ac-616e51e448e8

Data as of Sep 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 1
On other graphs: 0
Observed: Oct 15, 2014 to Sep 16, 2020
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $24.0M••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• C•••	ELECTED MANAGER	Na	yes	08/2014	Oct 15, 2014	Sep 16, 2020
C•••••••• M•••	ELECTED MANAGER	F	yes	11/2012	Oct 15, 2014	Sep 16, 2020

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•••••••• F•••••••• G••••• L••	n/a	Independent wealth	$495M	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$24.0M	$24.9M	-3.6%	$22.4M	2.4%	4	4	1	4

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G•••••••• F•••••••• G••••• L••	4	Feb 5, 2021	Jan 2, 2025	BLOOMFIELD HILLS, MI	Firm absorbed	Other	100.0%
P•••••• W••••• A••••••• G••••	3	Dec 31, 2016	Nov 17, 2016

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P•••••• W••••• A••••••• G••••	3	Aug 6, 2020	Sep 17, 2020	TROY, MI	Team lift out	Other	13.0%
G•••••••• F•••••••• G••••• I•••	2	Dec 31, 2015	Dec 11, 2014

Relationships

Affiliated with (3)

→ G•••••••• F•••••••• G••••• L••Registered adviserother investment adviser, control, common control
factForm ADV
← G•••••••• F•••••••• G••••• I•••Registered adviserother investment adviser, control, common control
factForm ADV
← P•••••• EQUITY MANAGEMENT, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Controls (6)

← M•••• T•••• R•••••••

Dated events

Occurred
Oct 15, 2014
First Form ADV filing
Greystone Retirement Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36c4c138-c15c-53cf-48ac-616e51e448e8
First observed: Oct 15, 2014
Last observed: Sep 16, 2020 73 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.