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Home > Retirement Planners > florida > miami > GREENWOOD FAMILY ADVISORS LLC
GREENWOOD FAMILY ADVISORS LLC
1395 Brickell Ave
Suite 800
Miami, Florida 33131
Tel: 305 648-6405
About GREENWOOD FAMILY ADVISORS LLC
GREENWOOD FAMILY ADVISORS LLC, formally registered with the SEC as GREENWOOD FAMILY ADVISORS LLC. The firm was established in 11/10/2021. They have over 1 offices throughout the country.
GREENWOOD FAMILY ADVISORS LLC is a Miami, Florida based Financial Planning firm with nearly $296,158,115 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304820 |
| SEC# | 801-122671 |
| Assets Managed by Firm | $296,158,115 |
| No. of Clients | 119 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 119 | $296,158,115 |
| Individuals (other than high net worth individuals) | 2 | $1,066,775 |
| High net worth individuals | 13 | $284,390,905 |
| Corporations or other businesses | 1 | $10,700,435 |
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