GREENWICH WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2008
Total AUM
$3.5B
Discretionary
$2.9B
82% of AUM
Avg account
$5.6M
Accounts
625
Employees
13
Advisory reps
12

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

FINTRX

Overview

Greenwich Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2008. The firm positions itself as a capital allocator for both individuals/families and select institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services and manager selection. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Greenwich Wealth is not classified as an active ESG investor. The firm appeared on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Cash & Cash Equivalents 29%, Derivatives 18%, Public Funds/Mutual Funds 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%48%
  • 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

  • HARRY FIGGIE

    Director, Wealth AdvisorCRD 5578814

  • MICHAEL FREEBURG

    Managing PartnerCRD 4508491

  • CHARLES TRICOMI

    Wealth AdvisorCRD 6191034

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 120

Active vs passive

$645M in ETFs

Passive

72%

$464M

Active

26%

$181M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$225M345,23134.80%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth