GREENWICH WEALTH MANAGEMENT, LLC

Tel: 203-618-0100 45 East Putnam Avenue Suite 128 Greenwich, Connecticut 06830

About GREENWICH WEALTH MANAGEMENT, LLC

GREENWICH WEALTH MANAGEMENT, LLC is a Greenwich, Connecticut based financial advisory firm with nearly $2,186,775,212 in assets under management and provides investment advisory services for 393 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

142820

Firm SEC#:

801-68897

Assets Under Management:

$2,186,775,212

No. of Clients:

393

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services, Selection for other advisors, Other (GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH COVESTOR LIMITED. COVESTOR LIMITED (DOING BUSINESS AS INTERACTIVE)

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