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Home > Retirement Planners > connecticut > greenwich > GREENFIELD PARTNERS, LLC
GREENFIELD PARTNERS, LLC
1 E. Putnam Avenue
Floor 3
Greenwich, Connecticut 06830
Tel: 203-354-5000
About GREENFIELD PARTNERS, LLC
GREENFIELD PARTNERS, LLC, formally registered with the SEC as GREENFIELD PARTNERS, LLC. The firm was established in 10/11/2011. They have over 1 offices throughout the country.
GREENFIELD PARTNERS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $132,268,000 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155968 |
| SEC# | 801-72720 |
| Assets Managed by Firm | $132,268,000 |
| No. of Clients | 13 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $132,268,000 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
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