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GREENWOOD INVESTMENT ADVISORS, LLC

3280 Peachtree Road
Atlanta, Georgia 30305
Tel: 866-659-4458

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About GREENWOOD INVESTMENT ADVISORS, LLC

GREENWOOD INVESTMENT ADVISORS, LLC, formally registered with the SEC as GREENWOOD INVESTMENT ADVISORS, LLC. The firm was established in 09/11/2023. They have over 1 offices throughout the country.

GREENWOOD INVESTMENT ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#327470
SEC#801-128711
Assets Managed by Firm$0
No. of Clients0
No. of Advisors2

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM

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