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GREYTOWN ADVISORS
MIAMI, FL
305-901-1600
SEC #801-77636Total AUM
$846.7M
Employees
8Clients
129Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1221 BRICKELL AVENUE
SUITE 2110
MIAMI
FL 33131
United States
SUITE 2110
MIAMI
FL 33131
United States
Operating Hours
8:30 - 18:00
Monday - Friday
Monday - Friday
Phone
305-901-1600
Other Offices
2
Financials
Total AUM
$846.7M
Accounts
129Discretionary
$749.6M
Accounts
125Non-Discretionary
$97.1M
Accounts
4
Clients
Individual Clients
7AUM
$2.5M
HNW Individual Clients
119AUM
$835.2M
Pooled Vehicle Clients
2AUM
$7M
Other Clients
1AUM
$2M
Description of Other Clients
ENDOWMENT
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUB-ADVISOR TO OFFSHORE LONG ONLY FUNDS, CONSULTING FOR FINANCIAL INSTITUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK
Compliance
Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
FL
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.