Greenwood Investment Management, Inc.

Greenwood Investment Management, Inc. (CRD# 112761) is a financial advisory firm headquartered in Lone Tree, CO. They manage $73,813,033 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $467,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CO

Financial Advisors at Greenwood Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth W. James
CRD#: 724482
10367 Bluffmont Drive, Lone Tree, CO 80124
96
Wealthminder
score

Kenneth James (CRD# 724482) is an Investment Advisor Representative working at Greenwood Investment Management, Inc. in Lone Tree, CO and has over 35 years of experience in the finance industry.

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