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GREENWOOD INVESTMENT ADVISORS, LLC
CRD 327470 · SEC 801-128711
3280 PEACHTREE ROAD, ATLANTA, GA, 30305, United States
Phone
866-659-4458
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229K
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3818 | $229K |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD