GREENPORT FINANCIAL ADVISERS INC.
Firm details
- Headquarters
- NORTH CANTON, Ohio
- CRD number
- 105328
- Website
- greenportfinancial.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI49.89%
- Individuals49.76%
- Pension & Profit Sharing Plans0.35%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Greenport Financial Advisers Inc. is a small, privately owned corporate RIA that serves both individual/family and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and it also provides pension consulting services. Client billing appears to use a mix of asset-based fees and hourly charges. Greenport does not identify as an active ESG investor and is not positioned as a multi-state or related adviser.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3WILLIAM GRIFFING
PresidentCRD 1490813
KULANAN MONROE
Financial AssistantCRD 5615870
DOUGLAS GRIFFING
Financial AdvisorCRD 4153605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTH CANTON, OH
STARK
Location
NORTH CANTON, OH
Headquartered in NORTH CANTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- STARK
- Address
- 1376 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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