Greystone Capital Partners Group LLC

Greystone Capital Partners Group LLC (CRD# 312326) is a financial advisory firm headquartered in Kansas City, MO. They manage $30,900,000 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
616 East 63rd Street, Kansas City, MO 64110
https://www.greystonecpg.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $498,387
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

KS, MO, MT

Financial Advisors at Greystone Capital Partners Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Carey, financial advisor Kansas City MO
John M. Carey
CRD#: 2179825
616 East 63rd Street, Kansas City, MO 64110

John Carey (CRD# 2179825) is an Investment Advisor Representative working at Greystone Capital Partners Group LLC in Kansas City, MO and has over 32 years of experience in the finance industry.

2
Donald Stonebarger, financial advisor Kansas City MO
Donald G. Stonebarger
CRD#: 4411617
616 East 63rd Street, Kansas City, MO 64110

Donald Stonebarger (CRD# 4411617) is an Investment Advisor Representative working at Greystone Capital Partners Group LLC in Kansas City, MO and has over 22 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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