Greenwich Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 155618
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.51%
- Individuals18.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Greenwich Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for certain engagements. Greenwich does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The firm has an industry affiliation with an accounting professional.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities45%
- Non-Exchange Traded Equities30%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1John Farrell
Managing Member And Chief Compliance OfficerCRD 4319353
Contacts
1 of 1
Bruce Kramer
Financial AdvisorCRD 6520828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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