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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