Overview
Assets Under Management: $2.2 billion
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 395
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 395
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.35
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 393
Discretionary Accounts: 388
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 142820
Last Filing Date: 2024-03-27 00:00:00
Website: https://greenwichwealth.com