Greenwich Wealth Management Review


Trust Score 97%
Trust Score info_outline
Share

Greenwich Wealth Management, federally registered in 2008, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 7 advisors. Greenwich Wealth Management manages $1.1 billion and provides investment advisory services for 432 clients (1:62 advisor/client ratio).

Greenwich Wealth Management requires a $1,000,000 minimum investment.

Benefits


Considerations



View More Download PDF


Managed Investing


Feature Value
Minimum Investment $1,000,000
Average Account AUM $2,635,538
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:62
Headquarters Greenwich, CT
SEC Filings Forms and Brochures


Questions & Answers



Get answers about Greenwich Wealth Management


Ask a question question_answer