Greenwood Family Advisors LLC

Greenwood Family Advisors LLC (CRD# 304820) is a financial advisory firm headquartered in Miami, FL. They manage $254,778,359 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1395 Brickell Ave, Suite 800, Miami, FL 33131
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $3,145,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Greenwood Family Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Aguerrebere, financial advisor Miami FL
Jennifer Aguerrebere
CRD#: 5348349
1395 Brickell Ave, Suite 800, Miami, FL 33131

Jennifer Aguerrebere (CRD# 5348349) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 15 years of experience in the finance industry.

2
Carlos Anllo, financial advisor Miami FL
Carlos Anllo
CRD#: 4602442
1395 Brickell Ave, Suite 800, Miami, FL 33131

Carlos Anllo (CRD# 4602442) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 16 years of experience in the finance industry.

3
Nicolas Suarez-Inclan, financial advisor Miami FL
Nicolas Suarez-Inclan
CRD#: 5134487
1395 Brickell Ave, Suite 800, Miami, FL 33131

Nicolas Suarez-Inclan (CRD# 5134487) is an Investment Advisor Representative working at Greenwood Family Advisors LLC in Miami, FL and has over 12 years 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.

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