Overview
Assets Under Management: $293 million
High-Net-Worth Clients: 37
Average Client Assets: $4.6 million
Frequently Asked Questions
GREENWICH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165892), GREENWICH ADVISORS, LLC is subject to fiduciary duty under federal law.
GREENWICH ADVISORS, LLC serves 37 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, GREENWICH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GREENWICH ADVISORS, LLC manages $293 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, GREENWICH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.98%
Average Client Assets: $4.6 million
Total Client Accounts: 211
Discretionary Accounts: 183
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 165892
Filing ID: 2059716
Last Filing Date: 2026-03-10 13:32:03