AdvisorOS Directory
Claim Profile
TT

Tracy Elizabeth Topij

POLARIS GREYSTONE ADVISORY GROUP, LLC·TROY, Michigan
Unclaimed Profile
305 W. BIG BEAVER, TROY, MI 48098CRD# 5982993Firm CRD# 171405
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TROY?

Browse all registered financial advisors in TROY, Michigan or claim this profile if it's yours.

Browse TROY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TROY
Dainforth Baker Jr French — LEONARD & COMPANYFrederick S. Rosenau — INSIGHT 2811 INCJoseph Anthony Nathan — INSIGHT 2811 INCHarold Franklin Rossen — INSIGHT 2811 INCAnthony Robert Watson — PORTFOLIO SOLUTIONS LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile