Graystone Partners Wealth Management, LLC

Arizona
Registered In
10/07/2019
Incorp. Date

Company Summary

Graystone Partners Wealth Management, LLC in Tempe, AZ lists Jms Financial Services, Inc and Jg Financial Services, Inc of Gilbert, AZ

Overview

Registered In
Arizona
Incorporation Date
Company Type
Domestic Llc
Status
Active
Registration Type
Domestic
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People

Jerry Gray Registered Agent
1095 W RIO SALADO PKWY STE 101, TEMPE, AZ 85281
Jms Financial Services, Inc Member
3743 E STRAWBERRY DR, GILBERT, AZ 85298
Jg Financial Services, Inc Member
2714 E RAWHIDE ST, GILBERT, AZ 85296

Map & Locations

1095 W RIO SALADO PKWY STE 101, TEMPE, AZ 85281 View Map

Financials

Financial Information for Graystone Partners Wealth Management, LLC

Form 5500

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

1095 West Rio Salado Parkway UNIT 101, Tempe, Az 85281 (480) 587-9727 EIN:84-3400053 Plan Admin:Jerry Gray
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameGRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$378,828 / $395,467 2022 GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 9 / 9 $378,828 / $395,467
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Arizona Corporation Commission • U.S. Department of Labor
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