Greenwich Wealth Management is an investment advisor in Greenwich with $2.05 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205998630
SEC advisor number
801-68897
FINRA CRD number
142820
AUM ?
$2.05 bn
(as of 18 Apr 23)
Accounts
397
(as of 18 Apr 23)
Employees
11
(8 investment advisory or research)
Address
Greenwich Wealth Management
45 EAST PUTNAM AVENUE STE 128
GREENWICH
CT 06830
45 EAST PUTNAM AVENUE STE 128
GREENWICH
CT 06830
Office hours
Monday - Friday, 9-5
Phone
203-618-0100
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kleinert, Jackson, Henry | Member | 03/2023 | 5-10% |
Freeburg, Michael, James | Managing Member | 01/2007 | > 75% |
Sullivan, Daniel, Jerry | Chief Compliance Officer, Member | 03/2023 | 5-10% |
Figgie, Harry, Edward | Member | 03/2023 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21