Greenwood Investment Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 327470
- Registered since
- September 11, 2023
- Website
- gogreenwood.com
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greenwood Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm focuses on portfolio management for individual and family clients as well as small businesses, operating on a fixed‑fee billing model. Greenwood does not position itself as a multi‑state adviser, pension consultant, or dedicated capital allocator, and it does not identify as an active ESG investor.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Justin Ross
ManagerCRD 6846184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3280 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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