GREENLIFE ADVISORS, LLC
Firm details
- Headquarters
- HARRISON, New York
- CRD number
- 296885
- Website
- www.greenlifeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.17%
- Individuals11.83%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Greenlife Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and educational workshops. It charges clients using a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Greenlife describes itself as neither an active ESG investor nor a multi-state adviser, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities8%
Contacts
1 of 1TAMARA WITHAM
FounderCRD 2214046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HARRISON, NY
WESTCHESTER
Location
HARRISON, NY
Headquartered in HARRISON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 500 Mamaroneck Ave
- Time zone
- ET (UTC-5)
- Office locations
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