GREENWICH WEALTH Overview
Greenwich Wealth Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 916MM in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 916MM in positions, representing 59% of the manager's regulatory AUM.
GREENWICH WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GREENWICH WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IBKR | 26.36% | Financials | -5.11% | -1.32% | 3 | 6% | ||
| SPY | 9.3% | ETF | 2.6% | 0% | 0 | 34% | ||
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FEATURED IN
GREENWICH WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael J. Freeburg | Managing Member | January-2007 |
| Daniel J. Sullivan | Chief Compliance Officer | April-2009 |
GREENWICH WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GREENWICH WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets.
GWM uses fundamental, technical, and macro-economic analysis to formulate an investment strategy tailored to each client. GWM uses the following sources of information:
• Financial Newspapers and Magazines
• Independent Research Materials
• Ratings Agency Services
• Annual Reports
• Prospectuses
• Filings with the Securities and Exchange Commission
• Press Releases.
~ Page 7 of 18 Pages ~
We will work with the client to agree on the appropriate asset allocation based upon the following considerations:
• Income and liquidity requirements
• Investment time horizon
• Risk profile
• Financial goals
• Special needs
The investment strateg...
Unlock Full Investment Process Description
A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets.
GWM uses fundamental, technical, and macro-economic analysis to formulate an investment strategy tailored to each client. GWM uses the following sources of information:
• Financial Newspapers and Magazines
• Independent Research Materials
• Ratings Agency Services
• Annual Reports
• Prospectuses
• Filings with the Securities and Exchange Commission
• Press Releases.
~ Page 7 of 18 Pages ~
We will work with the client to agree on the appropriate asset allocation based upon the following considerations:
• Income and liquidity requirements
• Investment time horizon
• Risk profile
• Financial goals
• Special needs
The investment strateg...
Unlock Full Investment Process Description
GREENWICH WEALTH Portfolio Concentration
GREENWICH WEALTH Location
45 EAST PUTNAM AVENUE
SUITE 128
GREENWICH, Connecticut
UNITED STATES, 06830
SUITE 128
GREENWICH, Connecticut
UNITED STATES, 06830
GREENWICH WEALTH Contact Information
Phone Number: 203-618-0100
Fax Number: 203-286-2025
Website: http://www.greenwichwealth.com/
Fax Number: 203-286-2025
Website: http://www.greenwichwealth.com/
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