5100 Poplar Ave, Suite 2450
Memphis, Tennessee 38137-4000
Tel: 901-761-2474
GREENWOOD PINE PARTNERS, formally registered with the SEC as GREENWOOD PINE PARTNERS. The firm was established in 06/14/2021. They have over 1 offices throughout the country.
GREENWOOD PINE PARTNERS is a Memphis, Tennessee based Financial Planning firm with nearly $20,836,778 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 25 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314679 |
| SEC# | 801-121444 |
| Assets Managed by Firm | $20,836,778 |
| No. of Clients | 2 |
| No. of Advisors | 25 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $20,836,778 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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