Greenfield/lewis Investment Counsel

Greenfield/lewis Investment Counsel (CRD# 119916) is a financial advisory firm headquartered in , . They manage $16,437,367 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $469,639
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, SC

Financial Advisors at Greenfield/lewis Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
1
Walter Greenfield, financial advisor Hilton Head Island SC
Walter R. Greenfield
CRD#: 4528565
Hilton Head Island, SC
87
Wealthminder
score

Walter Greenfield (CRD# 4528565) is an Investment Advisor Representative working at Greenfield/lewis Investment Counsel in Hilton Head Island, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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