G
CRD: 327470
Greenwood Investment Advisors, LLC
$229.2K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
3,818 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2023
- Office Locations
- 1
Office Locations
3280 Peachtree Road Atlanta GA
About Greenwood Investment Advisors, LLC
Greenwood Investment Advisors, LLC powers Greenwood Invest, a mobile investing app offering zero-commission stock and ETF trading with fractional shares from $1. The platform targets retail investors seeking accessible, goal-based online advisory support, plus education and real-time market updates. A standout capability is curated impact access to Black-owned and -led public companies. Client accounts are held at DriveWealth (member SIPC/FINRA).
Team overview
-- AVG AGE
$229.2K AVG AUM / ADVISOR
$60 AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Justin Lamar Ross
Head of Investments
- CRD
- #6846184
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $229,197 | $60 |
| Total | $229,197 | $60 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing