$34.5M Total AUM
$33.0M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-21-2010
- Office Locations
- 1
Office Locations
32157 Ivory Gull WAY Millsboro DE
About Greenwich Financial Advisors, LLC
Greenwich Financial Advisors, LLC is a Millsboro-based RIA. The firm has been operating for 15 years. Managing $34.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$783.8K AVG AUM / CLIENT
10.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
J
JOHN LAWRENCE FARRELL
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4319353
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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B
BRUCE WILLIAM KRAMER
Financial Advisor
- CRD
- #6520828
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,040,443 | -- |
| Non-Discretionary | $1,444,979 | -- |
| Total | $34,485,422 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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