Greenwood Family Advisors LLC
Greenwood Family Advisors LLC (CRD# 304820) is a financial advisory firm headquartered in Miami, FL. They manage $254,778,359 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management255MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$3,145,412
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 15 years of experience in the finance industry.
Carlos Anllo (CRD# 4602442) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 16 years of experience in the finance industry.
Nicolas Suarez-Inclan (CRD# 5134487) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 13 years of experience in the finance industry.