Polaris Greystone Financial Group LLC
Legal Name: POLARIS GREYSTONE FINANCIAL GROUP, LLC
Full Contact Details
Other Info
Polaris Greystone Financial Group LLC is legally known as POLARIS GREYSTONE FINANCIAL GROUP, LLC. It is a DE Limited Liability Company. This firm has 34 employees, of which 29 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 12, 2011.
Direct Owners
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JAMES RICHARD MASON
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY JOHN POWELL
MANAGING PARTNER owns less than 5%
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JEREMY DEE WITBECK
DIRECTOR owns less than 5%
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MOSS EQUITY MANAGEMENT, LLC
MANAGING MEMBER owns more than 25% but less than 50%
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POLARIS EQUITY MANAGEMENT, INC.
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
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JEFFREY JOHN POWELL
SOLE SHAREHOLDER, PRESIDENT, AND CEO owns 75% or more
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TODD ROBINSON MOSS
SOLE MEMBER owns 75% or more
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