G
$293.2M Total AUM
$255.6M Disc. AUM
-- 3Y CAGR
4 Employees
72 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- CrestRadial radial
- Established Date
- 12-04-2013
- Office Locations
- 4
Office Locations
5151 California Avenue Suite 100 Irvine CA
-- NEW Rochelle NY
-- NEW York NY
About Greenwich Advisors, LLC
Greenwich Advisors, LLC is a OLD Greenwich-based RIA with 4 offices. The firm has been operating for 12 years. Managing $293.2M in total assets under management, with 4 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$73.3M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
3.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
Upgrade to reveal position-level detail across optima momentum.
Unlock to see real insight on eagle timber glacier.
Open the full profile to inspect shifts in fusion crest.
Upgrade to reveal position-level detail across atlas alpha.
Full visibility includes strategy notes for value pathway optima.
Unlock to compare peer behavior around beacon pioneer.
Upgrade to reveal position-level detail across crest fusion.
Premium access reveals conviction themes in bridge pathway summit.
Asset Classes
Glacier Bridge Alpha delta Vertex Catalyst frontier Catalyst wave Catalyst
Client Personas
Momentum
Custodian
Radial Pioneer Pathway Bridge beacon
Investment Vehicles
Pathway foundation
Services
Element momentum Fusion zenith Ridge Pioneer focus Fusion unison
Technology
Delta pioneer Momentum signal
Owner & Executives
DENNIS CHRISTOPHER TUCKER
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #2452025
- Ownership
- 75% or more
(441) 291-3171
wave.crest@unisoncapital.com
in linkedin.com/in/atlas-prime
D
DANIEL JAY PORTNOY
PRINCIPAL
- CRD
- #1133012
- Ownership
- 10% but less than 25%
(797) 316-9288
crest.crest@crestcapital.com
in linkedin.com/in/zenith-capital
F
Foundation pathway
Crest insight radial
- CRD
- #66017
- Ownership
- 48.8%
(585) 543-1222
value.signal@elementcapital.com
in linkedin.com/in/catalyst-element
Showing 2 of 3 owners & executives
Unlock allContacts
C
CHRISTOPHER KUEHNE
--
- CRD
- #1504097
(847) 346-8751
glacier.meridian@quantumcapital.com
in linkedin.com/in/radial-value
A
ALEXANDER TUCKER
--
- CRD
- #8240091
(666) 376-1164
unison.delta@vectorcapital.com
in linkedin.com/in/north-signal
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,559,414 | $1,396,500 |
| Non-Discretionary | $37,632,381 | $1,344,014 |
| Total | $293,191,795 | $1,389,535 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $293,191,795
Public Funds:
21.7% U.S. Government/Agency:
11.1% Municipal Bonds:
17.7% Cash:
23.7% Equity - Exchange:
10.4% Corporate - Investment Grade:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,858,803,447 | 21.7% |
| U.S. Government/Agency | $950,816,510 | 11.1% |
| Municipal Bonds | $1,516,166,867 | 17.7% |
| Cash | $2,030,121,737 | 23.7% |
| Equity - Exchange | $890,855,108 | 10.4% |
| Corporate - Investment Grade | $1,319,150,831 | 15.4% |
| Total | $8,565,914,500 | 100.0% |