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David Jeffrey Eisenhauer

GREYKASELL WEALTH STRATEGIES, INC.·DANVILLE, California
Clean recordGREYKASELL WEALTH STRATEGIES, INC.
145 E. PROSPECT, DANVILLE, CA 94526CRD# 5728773Firm CRD# 329018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jeffrey Eisenhauer · DANVILLE, CA
Registration
CRD #5728773 · GREYKASELL WEALTH STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Jeffrey Eisenhauer is a registered financial advisor based in DANVILLE, California, affiliated with GREYKASELL WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREYKASELL WEALTH STRATEGIES, INC.
GREYKASELL WEALTH STRATEGIES, INC.
AUM
$291M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GREYKASELL WEALTH STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5728773
Firm CRD# 329018
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jeffrey Eisenhauer offer?
David Jeffrey Eisenhauer specializes in Financial Planning, Investment Management. Contact their office in DANVILLE, California for a consultation.
What are David Jeffrey Eisenhauer's credentials?
David Jeffrey Eisenhauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jeffrey Eisenhauer located?
David Jeffrey Eisenhauer is based in DANVILLE, California, working with GREYKASELL WEALTH STRATEGIES, INC.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does David Jeffrey Eisenhauer charge for services?
David Jeffrey Eisenhauer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYKASELL WEALTH STRATEGIES, INC.?
GREYKASELL WEALTH STRATEGIES, INC. has approximately 3 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREYKASELL WEALTH STRATEGIES, INC.

Cynthia Alyssa Pammett
DANVILLE, CA

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Research
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