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
By the Numbers
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Total Assets Under Management71MILLION
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Total Number of Accounts38ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, NY, TX
Financial Advisors at Greenwood Investors LLC
1
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.
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