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| Happy Holidays!! thanks for using AUM13F!! |
| Greenwood Family Advisors LLC
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|---|---|
| CRD # | 304820 |
| SEC # | 801-122671 |
| CIK # | |
| AUM | $296.2 M (2025-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 305-648-6405 |
| Address | 1395 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.1 |
| (b) Individuals (high net worth individuals) | 13 | 284.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 296.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 119 | 296.2 |
| Total | 119 | 296.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 260.4 | |
| United States Persons | 35.7 | |
| Total | 119 | 296.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Core Compliance Group LLC
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SC | 0.3 |
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Futura Asset Advisors LLC
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FL | 0.3 |
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First Financial Advisors Inc
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MI | 0.3 |
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Kevin M Gibney and Company LLC
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NJ | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
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|
MN | 0.3 |
|
BWM Planning LLC
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|
TX | 0.3 |
|
Kilner Capital Advisors LLC
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|
MD | 0.3 |
|
The Palmer Knight Company
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|
FL | 0.3 |
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |