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GREENWOOD PINE PARTNERS

5100 Poplar Ave, Suite 2450
Memphis, Tennessee 38137-4000
Tel: 901-761-2474

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About GREENWOOD PINE PARTNERS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#314679
SEC#801-121444
Assets Managed by Firm$20,836,778
No. of Clients2
No. of Advisors25

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2$20,836,778

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