Greykasell Wealth Strategies, Inc.

Greykasell Wealth Strategies, Inc. (CRD# 329018) is a financial advisory firm headquartered in Danville, CA. They manage $291,195,547 in 292 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
145 E. Prospect, Suite 202, Danville, CA 94526
https://www.greykasell.com
By the Numbers
  • Total Assets Under Management
    291
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $997,245
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Greykasell Wealth Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Eisenhauer, financial advisor Danville CA
David J. Eisenhauer
CRD#: 5728773
145 E. Prospect, Suite 202, Danville, CA 94526

David Eisenhauer (CRD# 5728773) is an Investment Advisor Representative working at Greykasell Wealth Strategies, Inc. in Danville, CA and has over 13 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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