Old Greenwich Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jacksonville, Florida
CRD number
124718
Registered since
June 10, 2003

Firm profile

FINTRX

Overview

Old Greenwich Partners, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is listed as owned by an individual and is classified in the data as "unclassified." The FINTRX snapshot indicates that Old Greenwich Partners does not identify itself as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not marked as a pension consultant or related adviser. The record contains no descriptive detail about the firm's investment strategies, client types, fee schedule, or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Quade

    CCOCRD 1292231

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
4920 Key Lime Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth