GREENWICH FINANCIAL ADVISORS, LLC

GREENWICH FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 155618). Regulatory assets under management: $34.5M.

Registration

• CRD: 155618
• Type: Registered investment adviser
• Phone: 203-321-6627
• Latest filing: 2026-01-08
• Regulatory AUM: $34.5M
• Discretionary AUM: $33.0M
• Non-discretionary AUM: $1.4M
• Clients: 2
• Accounts: 104

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155618 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search