Overview
Assets Under Management: $847 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 119
Average Client Assets: $7.0 million
Frequently Asked Questions
GREYTOWN ADVISORS 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 #166629), GREYTOWN ADVISORS is subject to fiduciary duty under federal law.
GREYTOWN ADVISORS is headquartered in MIAMI, FL.
GREYTOWN ADVISORS serves 119 high-net-worth clients according to their SEC filing dated October 30, 2024. View client details ↓
According to their SEC Form ADV, GREYTOWN ADVISORS offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GREYTOWN ADVISORS manages $847 million in client assets according to their SEC filing dated October 30, 2024.
According to their SEC Form ADV, GREYTOWN ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.64%
Average Client Assets: $7.0 million
Total Client Accounts: 129
Discretionary Accounts: 125
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 166629
Filing ID: 1903725
Last Filing Date: 2024-10-30 13:56:00