Greenwich Advisors, LLC
Greenwich Advisors, LLC (CRD# 165892) is a financial advisory firm headquartered in Greenwich, CT. They manage $160,943,044 in 39 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management161MILLION
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Total Number of Accounts39ACCOUNTS
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Average Account Value$4,126,745
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NY, TN
Financial Advisors at Greenwich Advisors, LLC
1
Jeffrey Evans (CRD# 1450880) is an Investment Advisor Representative working at Greenwich Advisors, LLC in Old Greenwich, CT and has over 38 years of experience in the finance industry.
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