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 09/30/16. The fund's latest filing disclosed 565MM in positions, representing 36% of the manager's regulatory AUM.

GREENWICH WEALTH StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GREENWICH WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ASH 19.19% Materials 1.06% -1.05% 1 6%
YHOO 10.02% Tech -3.11% -0.5% 0 15%
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FEATURED IN
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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.







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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...
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GREENWICH WEALTH Portfolio Concentration

GREENWICH WEALTH Location

45 EAST PUTNAM AVENUE
SUITE 128
GREENWICH, Connecticut
UNITED STATES, 06830

GREENWICH WEALTH Contact Information

Phone Number: 203-618-0100
Fax Number: 203-286-2025
Website:

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