1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GREENWOOD FAMILY ADVISORS LLC

Map pinMIAMI, FL
Phone305 648-6405
NotebookSEC #801-122671
Total AUM
$327.1M
Employees
3
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVE
SUITE 800
MIAMI
FL 33131
United States
Operating Hours
9:00AM TO 5:00PM BY APPOINTMENT ONLY
Monday - Friday
Phone
305 648-6405

ReceiptFinancials

Total AUM
$327.1M
Accounts
120
Discretionary
$0
Accounts
0
Non-Discretionary
$327.1M
Accounts
120

ContactClients

View more in analytics →

Individual Clients
2
AUM
$982.9K
HNW Individual Clients
13
AUM
$313.8M
Corporation or Business Clients
1
AUM
$12.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account