GREYLIN INVESTMENT MANAGEMENT
GREYLIN INVESTMENT MANAGEMENT INC Legal Name
Adviser information for GREYLIN INVESTMENT MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 828 | $641.7M |
Non-Discretionary | 0 | $0 |
Total | 828 | $641.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 142 | $31.8M |
HNW Individuals | 138 | $573.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $36.1M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
12490 GREYLIN WAYORANGE
VA
United States
Monday - Friday, 8 AM TO 6 PM
Tel: 540-661-0191, Fax: 972.767.3822
Chief Compliance Officer
D. GREGORY PARKINSON
PRESIDENT
12490 GREYLIN WAY
ORANGE
VA
United States
Tel:
540.661.0191
Fax:
972.767.3822
G************@************T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PARKINSON, DAVID, GREGORY | Individual | – | CFO, CEO, CHIEF COMPLIANCE OFFICER | 12/1992 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 5M | 53K | – |
ABBOTT LABS | COM | 455K | 4K | – |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 8M | 105K | – |
ALLY FINL INC | COM | 10M | 252K | – |
ALTRIA GROUP INC | COM | 10M | 215K | – |
AMERICAN EXPRESS CO | COM | 486K | 2K | – |
AMGEN INC | COM | 5M | 15K | – |
APPLE INC | COM | 4M | 17K | – |
AT&T INC | COM | 198K | 10K | – |
BANK AMERICA CORP | COM | 10M | 252K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 215M | 528K | – |
BRITISH AMERN TOB PLC | SPONSORED ADR | 5M | 162K | – |
CAPITAL ONE FINL CORP | COM | 546K | 4K | – |
CARDINAL HEALTH INC | COM | 2M | 18K | – |
CATERPILLAR INC | COM | 350K | 1K | – |
CHECK POINT SOFTWARE TECH LT | ORD | 2M | 12K | – |
CHEVRON CORP NEW | COM | 6M | 39K | – |
CISCO SYS INC | COM | 3M | 56K | – |
COCA COLA CO | COM | 5M | 73K | – |
COMCAST CORP NEW | CL A | 275K | 7K | – |
CONAGRA BRANDS INC | COM | 442K | 16K | – |
CONOCOPHILLIPS | COM | 9M | 78K | – |
CSX CORP | COM | 500K | 15K | – |
DEVON ENERGY CORP NEW | COM | 677K | 14K | – |
ELI LILLY & CO | COM | 6M | 7K | – |
ENTERPRISE PRODS PARTNERS L | COM | 210K | 7K | – |
EXXON MOBIL CORP | COM | 58M | 502K | – |
FEDEX CORP | COM | 8M | 26K | – |
GENERAC HLDGS INC | COM | 2M | 12K | – |
GENERAL MLS INC | COM | 228K | 4K | – |
GILEAD SCIENCES INC | COM | 4M | 54K | – |
HELMERICH & PAYNE INC | COM | 929K | 26K | – |
HOME DEPOT INC | COM | 4M | 13K | – |
HONEYWELL INTL INC | COM | 737K | 3K | – |
ILLINOIS TOOL WKS INC | COM | 562K | 2K | – |
IMMERSION CORP | COM | 152K | 16K | – |
INTEL CORP | COM | 32M | 1M | – |
INTERNATIONAL BUSINESS MACHS | COM | 4M | 26K | – |
INTERPUBLIC GROUP COS INC | COM | 479K | 16K | – |
ISHARES TR | MSCI EAFE ETF | 267K | 3K | – |
JAZZ PHARMACEUTICALS PLC | SHS USD | 966K | 9K | – |
JOHNSON & JOHNSON | COM | 11M | 76K | – |
JPMORGAN CHASE & CO. | COM | 1M | 6K | – |
KRAFT HEINZ CO | COM | 5M | 164K | – |
LOWES COS INC | COM | 4M | 17K | – |
M & T BK CORP | COM | 742K | 5K | – |
MCDONALDS CORP | COM | 257K | 1K | – |
MCKESSON CORP | COM | 411K | 703 | – |
MERCK & CO INC | COM | 5M | 44K | – |
MICROSOFT CORP | COM | 235K | 525 | – |
NETAPP INC | COM | 2M | 17K | – |
NORDIC AMERICAN TANKERS LIMI | COM | 4M | 1M | – |
NUSCALE PWR CORP | CL A COM | 410K | 35K | – |
NXP SEMICONDUCTORS N V | COM | 2M | 8K | – |
OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 32M | 774K | – |
OCCIDENTAL PETE CORP | COM | 8M | 123K | – |
ORGANON & CO | COMMON STOCK | 17M | 809K | – |
PEPSICO INC | COM | 1M | 8K | – |
PFIZER INC | COM | 9M | 339K | – |
PHILIP MORRIS INTL INC | COM | 296K | 3K | – |
PHILLIPS 66 | COM | 946K | 7K | – |
PROCTER AND GAMBLE CO | COM | 445K | 3K | – |
QUALCOMM INC | COM | 33M | 166K | – |
RESTAURANT BRANDS INTL INC | COM | 968K | 14K | – |
RIO TINTO PLC | SPONSORED ADR | 987K | 15K | – |
ROCKET COS INC | COM CL A | 5M | 356K | – |
RTX CORPORATION | COM | 2M | 16K | – |
SABINE RTY TR | UNIT BEN INT | 587K | 9K | – |
SKYWORKS SOLUTIONS INC | COM | 210K | 2K | – |
SMUCKER J M CO | COM NEW | 243K | 2K | – |
SOUTHERN CO | COM | 380K | 5K | – |
SYNCHRONY FINANCIAL | COM | 307K | 6K | – |
TESLA INC | COM | 2M | 8K | – |
TEXAS INSTRS INC | COM | 778K | 4K | – |
TYSON FOODS INC | CL A | 238K | 4K | – |
UNITED THERAPEUTICS CORP DEL | COM | 430K | 1K | – |
US BANCORP DEL | COM NEW | 6M | 155K | – |
VIATRIS INC | COM | 7M | 676K | – |
WALGREENS BOOTS ALLIANCE INC | COM | 9M | 705K | – |
WESBANCO INC | COM | 219K | 8K | – |
WISDOMTREE TR | INTL EQUITY FD | 232K | 4K | – |
ZIMMER BIOMET HOLDINGS INC | COM | 219K | 2K | – |