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, individually owned RIA and capital allocator serving individuals, families, and institutional clients. It registered with the SEC in 2008. Its services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm charges percentage-of-assets, hourly, and fixed fees. FA Magazine included the firm among its 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 118Active vs passive
$588M in ETFs
71%
$419M
24%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $186M | 244,539 | 31.73% |
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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