GREENWOOD INVESTMENTS, INC.

1 registered advisor·CRD# 138322
SEC# 802-1090080508-901-9272
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GREENWOOD INVESTMENTS, INC.

1 registered advisor
Steven Mark Tannenbaum
NANTUCKET, Massachusetts
05

Office Locations

NANTUCKET, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. GREENWOOD INVESTMENTS, INC. (CRD# 138322) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.