G
CRD: 166095
Greenfield Financial Services, LLC
Vero Beach, FL
2034548844
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2012
- Office Locations
- 1
Office Locations
-- Vero Beach FL
About Greenfield Financial Services, LLC
Greenfield Financial Services, LLC is a Vero Beach-based RIA. The firm has been operating for 13 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
69 AVG AGE
$2.5M AVG AUM / ADVISOR
$228.5K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Momentum summit Capital quantum
Investment Vehicles
Value catalyst
Services
Pathway Vector
Owner & Executives
M
MARK ANDREW QUINN
Managing Member - Cco, President
- CRD
- #1246087
- Ownership
- 75% or more
(344) 826-3364
value.foundation@summitcapital.com
in linkedin.com/in/capital-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,513,782 | -- |
| Total | $2,513,782 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,513,782
Cash:
28.7% Equity - Exchange:
36.1% Equity - OTC:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,331,228,770 | 28.7% |
| Equity - Exchange | $1,674,472,425 | 36.1% |
| Equity - OTC | $1,632,726,574 | 35.2% |
| Total | $4,638,427,769 | 100.0% |