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Building 2GREENWICH ADVISORS, LLC

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Phone203-489-0700
NotebookSEC #801-130738
Total AUM
$293.2M
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
203-489-0700
Other Offices
4

ReceiptFinancials

Total AUM
$293.2M
Accounts
211
Discretionary
$255.6M
Accounts
183
Non-Discretionary
$37.6M
Accounts
28

ContactClients

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Individual Clients
35
AUM
$15.4M
HNW Individual Clients
37
AUM
$170M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
1
AUM
$104.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTNHNYTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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