GREENWICH WEALTH MANAGEMENT LLC

GREENWICH WEALTH MANAGEMENT, LLC
GREENWICH, Connecticut·4 registered advisors·CRD# 142820
SEC# 801-688972203-618-0100
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at GREENWICH WEALTH MANAGEMENT LLC

4 registered advisors
Daniel Jerry Sullivan
GREENWICH, Connecticut
Harry Edward Figgie
GREENWICH, Connecticut
Jackson Henry Kleinert
GREENWICH, Connecticut
Michael James Freeburg
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. GREENWICH WEALTH MANAGEMENT LLC (CRD# 142820) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.