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 registered investment adviser operating as a limited liability company. Registered with the SEC since 2008, the firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of external advisers. Fee arrangements span percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Greenwich Wealth Management received recognition from FA Magazine in 2020 as a Top RIA Firm.
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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