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Building 2GREENWICH INVESTMENT MANAGEMENT, INC.

Map pinNORWALK, CT
Phone203-930-7200
NotebookSEC #801-67774
Total AUM
$592.7M
Employees
8
Clients
816

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 WASHINGTON STREET
SUITE 402W
NORWALK
CT 06854
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-930-7200

ReceiptFinancials

Total AUM
$592.7M
Accounts
833
Discretionary
$588.1M
Accounts
816
Non-Discretionary
$4.6M
Accounts
17

ContactClients

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Individual Clients
135
AUM
$19.3M
HNW Individual Clients
670
AUM
$488.8M
Pension/Profit Sharing Plan Clients
2
AUM
$4.4M
Charitable Organization Clients
4
AUM
$34.4M
Insurance Company Clients
1
AUM
$43.8M
Corporation or Business Clients
4
AUM
$1.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILINKYLAMAMDMEMIMONCNENHNJNVNYOHPAPRRISCTXUTVAVTWAWI

HandshakeAffiliates

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

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