Polaris Greystone Financial Group LLC
Legal Name: POLARIS GREYSTONE FINANCIAL GROUP, LLC
Full Contact Details
Polaris Greystone Financial Group LLC
824 E STREET, SAN RAFAEL, CA
415-263-5600
415-263-8909
Other Info
Polaris Greystone Financial Group LLC is a registered company that operates as a DE Limited Liability Corporation with 34 employees, 29 of which are advisors. Though the number of clients served is unknown, the firm is still approved by the SEC and was registered on August 12, 2011.
Polaris Greystone: Guiding Your Financial Future
A nationwide investment management firm committed to delivering exceptional client service, first-class performance & strategic advice.
Direct Owners
-
JAMES RICHARD MASON
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JEFFREY JOHN POWELL
MANAGING PARTNER owns less than 5%
-
JEREMY DEE WITBECK
DIRECTOR owns less than 5%
-
MOSS EQUITY MANAGEMENT, LLC
MANAGING MEMBER owns more than 25% but less than 50%
-
POLARIS EQUITY MANAGEMENT, INC.
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
-
JEFFREY JOHN POWELL
SOLE SHAREHOLDER, PRESIDENT, AND CEO owns 75% or more
-
TODD ROBINSON MOSS
SOLE MEMBER owns 75% or more
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