Greenfield/Lewis Investment Counsel
RIAState Registered
Total AUM
$11.8M
Discretionary
$11.8M
100% of AUM
Avg account
$784K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 119916
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.07%
- HNWI41.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greenfield/Lewis Investment Counsel operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual investors and families. The fee structure is based on a percentage of assets under management, aligning the firm's interests with those of its clients. While the firm does not actively engage in ESG investing, it has carved out a niche in traditional investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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