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Building 2GREENWOOD FAMILY ADVISORS LLC

Map pinCORAL GABLES, FL
Phone-305 632-9006
NotebookSEC #801-117178
Total AUM
$26M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1607 PONCE DE LEON BLVD
SUITE 103
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
-305 632-9006

ReceiptFinancials

Total AUM
$26M
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$26M
Accounts
4

ContactClients

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HNW Individual Clients
2
AUM
$26M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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