G
CRD: 304820
Greenwood Family Advisors LLC
Miami, FL, 33131
3056486405
$327.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
18 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2019
- Office Locations
- 3
Office Locations
1395 Brickell AVE Suite 800 Miami FL
1607 Ponce DE Leon, STE 103 Coral Gables FL
-- KEY Biscayne FL
About Greenwood Family Advisors LLC
Greenwood Family Advisors LLC is a Miami-based RIA with 3 offices. The firm has been operating for 6 years. Managing $327.1M in total assets under management, with 2 advisory representatives. They custody assets with JP Morgan. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
42 AVG AGE
$163.6M AVG AUM / ADVISOR
$18.2M AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Summit Pioneer Atlas harbor Peak Zenith Element eagle North matrix
Investment Themes
Prime Vital eagle Frontier Atlas
Investment Vehicles
Element legacy
Services
Glacier crest Vector Momentum Capital atlas
Owner & Executives
C
CARLOS ANLLO II
MANAGING DIRECTOR
- CRD
- #4602442
- Ownership
- 50% but less than 75%
(475) 791-4390
alpha.north@optimacapital.com
in linkedin.com/in/frontier-radial
N
NICOLAS SUAREZ-INCLAN
Advisor, PARTNER
- CRD
- #5134487
- Ownership
- 50% but less than 75%
(203) 692-6904
alpha.frontier@alphacapital.com
in linkedin.com/in/value-oak
U
Unison signal
Harbor glacier
- CRD
- #55891
- Ownership
- 35.3%
(449) 582-8164
signal.wave@valuecapital.com
in linkedin.com/in/delta-ember
Showing 2 of 3 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $327,142,309 | $2,726,186 |
| Total | $327,142,309 | $2,726,186 |
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Separately Managed Accounts
Total SMA Asset: $327,142,309
Equity - Exchange:
7.5% Private Funds:
9.7% Corporate - Investment Grade:
15.4% Corporate - Non-Investment Grade:
18.2% Cash:
26.5% Public Funds:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $523,356,370 | 7.5% |
| Private Funds | $676,874,239 | 9.7% |
| Corporate - Investment Grade | $1,074,625,080 | 15.4% |
| Corporate - Non-Investment Grade | $1,270,011,458 | 18.2% |
| Cash | $1,849,192,508 | 26.5% |
| Public Funds | $1,584,025,281 | 22.7% |
| Total | $6,978,084,936 | 100.0% |