Falists
← Back to search

GREENWICH ADVISORS, LLC

CRD 165892 · SEC 801-130738

Visit website

AZ, United States

Phone

203-489-0700

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$293.2M

Discretionary AUM

$255.6M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals35$15.4M
High net worth individuals37$170.0M

States served

AZ, CA, NY, TN, NH, CT

All web addresses on file

Official SEC filing: View on IAPD