Greenwood Investors LLC

Greenwood Investors LLC (CRD# 155088) is a financial advisory firm headquartered in New York, NY. They manage $70,581,214 in 38 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1270 Avenue Of The Americas, 7th Floor, New York, NY 10020
https://www.gwinvestors.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $1,857,400
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NY, TX

Financial Advisors at Greenwood Investors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Wood, financial advisor New York NY
Steven D. Wood
CRD#: 4810638
1270 Avenue Of The Americas, 7th Floor, New York, NY 10020

Steven Wood (CRD# 4810638) is an Investment Advisor Representative working at Greenwood Investors LLC in New York, NY 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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