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GREENBRIAR EQUITY GROUP

One Greenwich Plaza
Suite 110
Greenwich, Connecticut 06830
Tel: 203-302-2500

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About GREENBRIAR EQUITY GROUP

GREENBRIAR EQUITY GROUP, formally registered with the SEC as GREENBRIAR EQUITY GROUP. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

GREENBRIAR EQUITY GROUP is a Greenwich, Connecticut based Financial Planning firm with nearly $8,632,065,097 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157475
SEC#801-73925
Assets Managed by Firm$8,632,065,097
No. of Clients18
No. of Advisors39

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total18$8,632,065,097

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