Greenwich Financial Advisors, LLC
Greenwich Financial Advisors, LLC (CRD# 155618) is a financial advisory firm headquartered in , . They manage $35,382,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Greenwich Financial Advisors, LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$786,267
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, DE, NY
Financial Advisors at Greenwich Financial Advisors, LLC
1
John Farrell (CRD# 4319353) is an Investment Advisor Representative working at Greenwich Financial Advisors, LLC in Millsboro, DE and has over 21 years of experience in the finance industry.
2
Bruce Kramer (CRD# 6520828) is an Investment Advisor Representative working at Greenwich Financial Advisors, LLC in Millsboro, DE and has over 8 years of experience in the finance industry.
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