GREENWOOD FAMILY ADVISORS LLC

GREENWOOD FAMILY ADVISORS LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 304820). Regulatory assets under management: $327.1M.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Carlos AnlloMANAGING DIRECTOR
Nicolas Suarez-InclanPARTNER
Jennifer AguerrebereCHIEF COMPLIANCE OFFICER
ANLLO CARLOSMANAGING DIRECTOR; MANAGING DIRECTOR / CCO
SUAREZ-INCLAN NICOLASPARTNER
AGUERREBERE JENNIFERCHIEF COMPLIANCE OFFICER

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