Greenwich Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$293M

Discretionary

$256M

87% of AUM

Avg account

$1.4M

Accounts

211

Employees

Advisory reps

Firm details

Headquarters: Greenwich, Connecticut
CRD number: 165892
Registered since: July 25, 2024
Website: greenwichadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., BANKING AND CUSTODIAL SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.98%
Corporations / Businesses35.76%
Individuals5.25%
Charitable Organizations1.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenwich Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC and SEC-registered in 2024. It serves an individual and family client base with financial planning and portfolio management for individuals, small businesses, and businesses or institutions. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as a capital allocator, and it does not report incorporating ESG as an active part of its investment approach. Advisory services listed in the firm’s snapshot focus on traditional planning and discretionary portfolio management. The firm’s filing indicates it is not designated as a multi-state adviser in the snapshot data.