GREYSTONE INVESTMENT MANAGEMENT, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 111084
SEC# 801-581500513-731-8444
01

Firm Overview

AUM
$301M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GREYSTONE INVESTMENT MANAGEMENT, LLC

3 registered advisors
Jeffrey Ian Kerstine
CINCINNATI, Ohio
Michael Robert Reed
CINCINNATI, Ohio
Peter Frederic Levin
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. GREYSTONE INVESTMENT MANAGEMENT, LLC (CRD# 111084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.