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GREENWICH WEALTH MANAGEMENT, LLC
Tel: 203-618-0100
45 East Putnam Avenue Suite 128
Greenwich, Connecticut 06830
GREENWICH WEALTH MANAGEMENT, LLC
GREENWICH WEALTH MANAGEMENT, LLC is a Greenwich, Connecticut based financial advisory firm with nearly $2,186,775,212 in assets under management and provides investment advisory services for 393 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Other (GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH COVESTOR LIMITED. COVESTOR LIMITED (DOING BUSINESS AS INTERACTIVE)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
142820
SEC#:
801-68897
No. of Clients:
393
Assets under Management
$2,186,775,212
No. of Advisors:
11
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