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Greenwood Family Advisors LLC

● SEC registered since 2021CRD 304820SEC# 801-122671Miami, FL
Export (members)
Reg. AUM
$296.2M
Employees
3
Accounts
119
Location
Miami, FL

Greenwood Family Advisors LLC assets under management

Greenwood Family Advisors LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2021. It reports $296.2 million in regulatory assets under management and employs 3 people.

Greenwood Family Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Carlos Anllo ControlManaging Director50-75%2019
Jennifer Aguerrebere ControlChief Compliance OfficerUnder 5%2021
Nicolas Suarez-Inclan ControlPartner50-75%2021

Frequently asked questions

How much does Greenwood Family Advisors LLC manage?

Greenwood Family Advisors LLC reports $296.2 million in regulatory assets under management on its Form ADV.

How many employees does Greenwood Family Advisors LLC have?

Greenwood Family Advisors LLC reports 3 employees.

Where is Greenwood Family Advisors LLC located?

Greenwood Family Advisors LLC is based in Miami, FL and has been SEC-registered since 2021.

Does Greenwood Family Advisors LLC disclose fund performance?

Greenwood Family Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1395 Brickell Ave, Suite 800, Miami, FL 33131
Phone305 648-6405
Office hours9:00a.m. To 5:00p.m. By Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$296.2M
Total (RAUM)$296.2M