Greenfield/lewis Investment Counsel

Greenfield/lewis Investment Counsel (CRD# 119916) is a financial advisory firm headquartered in , . They manage $14,579,656 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $331,356
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 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.

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