Graystone Partners Wealth Management, LLC

Graystone Partners Wealth Management, LLC (CRD# 306068) is a financial advisory firm headquartered in Tempe, AZ. They manage $265,729,297 in 1,440 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281
https://www.linkedin.com/in/jerry-gray-400b082/
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    1,440
    ACCOUNTS
  • Average Account Value
    $184,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, NC, NE, NH, OH, OR, TX, WA

Financial Advisors at Graystone Partners Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jerry Gray, financial advisor Tempe AZ
Jerry R. Gray
CRD#: 2270560
1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281

Jerry Gray (CRD# 2270560) is an Investment Advisor Representative working at Graystone Partners Wealth Management, LLC in Tempe, AZ and has over 31 years of experience in the finance industry.

2
Janette Schwendeman, financial advisor Tempe AZ
Janette M. Schwendeman
CRD#: 5600261
1095 West Rio Salado Parkway, Suite 101, Tempe, AZ 85281

Janette Schwendeman (CRD# 5600261) is an Investment Advisor Representative working at Graystone Partners Wealth Management, LLC in Tempe, AZ and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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