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CRD: 119916
Greenfield/Lewis Investment Counsel
Hilton Head Island, SC
8434224040
$11.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2000
- Office Locations
- 1
Office Locations
-- Hilton Head Island SC
About Greenfield/Lewis Investment Counsel
Greenfield/Lewis Investment Counsel is a Hilton Head Island-based RIA. The firm has been operating for 26 years. Managing $11.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
78 AVG AGE
$11.8M AVG AUM / ADVISOR
$784.4K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Capital Unison
Client Personas
Catalyst
Investment Themes
Element peak
Investment Vehicles
Fusion
Services
Capital Matrix Bridge foundation
Owner & Executives
W
WALTER R GREENFIELD
Associate, Chief Executive Officer, President
- CRD
- #4528565
- Ownership
- 75% or more
(515) 859-1136
summit.frontier@horizoncapital.com
in linkedin.com/in/vertex-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,766,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,766,191 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,766,191
Equity - Exchange:
70.7% Cash:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,857,078,891 | 70.7% |
| Cash | $2,012,905,396 | 29.3% |
| Total | $6,869,984,287 | 100.0% |