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Tracy Elizabeth Topij

POLARIS GREYSTONE ADVISORY GROUP, LLC·TROY, Michigan
Clean recordPOLARIS GREYSTONE ADVISORY GROUP, LLC
305 W. BIG BEAVER, TROY, MI 48098CRD# 5982993Firm CRD# 171405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy Elizabeth Topij · TROY, MI
Registration
CRD #5982993 · POLARIS GREYSTONE ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracy Elizabeth Topij is a registered financial advisor based in TROY, Michigan, affiliated with POLARIS GREYSTONE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
POLARIS GREYSTONE ADVISORY GROUP, LLC
POLARIS GREYSTONE ADVISORY GROUP, LLC
AUM
$24M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at POLARIS GREYSTONE ADVISORY GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5982993
Firm CRD# 171405
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Elizabeth Topij offer?
Tracy Elizabeth Topij specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TROY, Michigan for a consultation.
What are Tracy Elizabeth Topij's credentials?
Tracy Elizabeth Topij is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Elizabeth Topij located?
Tracy Elizabeth Topij is based in TROY, Michigan, working with POLARIS GREYSTONE ADVISORY GROUP, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Tracy Elizabeth Topij charge for services?
Tracy Elizabeth Topij's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POLARIS GREYSTONE ADVISORY GROUP, LLC?
POLARIS GREYSTONE ADVISORY GROUP, LLC has approximately 4 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POLARIS GREYSTONE ADVISORY GROUP, LLC

Mark Crawford
TROY, MI
Chad Anschuetz
TROY, MI

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