Greenwood Investors LLC

Greenwood Investors LLC (CRD# 155088) is a financial advisory firm headquartered in New York, NY. They manage $12,813,373 in 35 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $366,096
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)
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.

LA, NY, TX

Financial Advisors at Greenwood Investors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Wood
CRD#: 4810638
45 Rockefeller Plaza Suite 2000, New York, NY 10111
96
Wealthminder
score

Steven Wood (CRD# 4810638) is an Investment Advisor Representative working at Greenwood Investors LLC in New York, NY and has over 6 years of experience in the finance industry.

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