Greenwich Wealth Management, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 142820
- Registered since
- March 20, 2008
- Website
- www.greenwichwealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.43%
- Corporations / Businesses33.03%
- Charitable Organizations2.08%
- Pension & Profit Sharing Plans1.01%
- Individuals0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Greenwich Wealth Management, LLC is an independent, SEC-registered RIA formed in 2008 that serves individuals, families and institutional clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Its fee arrangements include asset-based percentages, hourly charges and fixed fees. Greenwich Wealth Management was listed among FA Magazine’s Top RIA Firms in 2020.
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 Equities48%
- Cash & Cash Equivalents29%
- Derivatives18%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
2 of 2
Daniel Sullivan
Managing Director, Chief Compliance OfficerCRD 4252493
Vahan Janjigian
Chief Investment OfficerCRD 5426029
Contacts
3 of 10
Michael Freeburg
Managing PartnerCRD 4508491
Paul Lynch
Senior Wealth AdvisorCRD 7117691
Robert Longsworth
Wealth AdvisorCRD 6248283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$588M in ETFs
65%
$384M
33%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $183M | 245,229 | 31.14% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 45 E Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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