Overview
Assets Under Management: $593 million
Headquarters: NORWALK, CT
High-Net-Worth Clients: 670
Average Client Assets: $0.7 million
Frequently Asked Questions
GREENWICH INVESTMENT MANAGEMENT, INC. 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 #127161), GREENWICH INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
GREENWICH INVESTMENT MANAGEMENT, INC. is headquartered in NORWALK, CT.
GREENWICH INVESTMENT MANAGEMENT, INC. serves 670 high-net-worth clients according to their SEC filing dated October 04, 2024. View client details ↓
According to their SEC Form ADV, GREENWICH INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GREENWICH INVESTMENT MANAGEMENT, INC. manages $593 million in client assets according to their SEC filing dated October 04, 2024.
According to their SEC Form ADV, GREENWICH INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 670
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.48%
Average Client Assets: $0.7 million
Total Client Accounts: 833
Discretionary Accounts: 816
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 127161
Filing ID: 1905642
Last Filing Date: 2024-10-04 16:12:00