GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

TEMPE, Arizona·3 registered advisors·CRD# 306068
SEC# 801-1178950(480) 557-9727
01

Firm Overview

AUM
$266M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

3 registered advisors
Janette Monica Schwendeman
TEMPE, Arizona
Jerry Ray Gray
TEMPE, Arizona
Tracy Lee Bierworth
TEMPE, Arizona
05

Office Locations

TEMPE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC (CRD# 306068) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.