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GREENPORT FINANCIAL ADVISERS INC.
GREENPORT FINANCIAL ADVISERS INC
CRD 105328 · SEC 801-35397
1376 S. MAIN ST, NORTH CANTON, OH, 44720, United States
Phone
(330) 433-1800
Fax
(330) 433-1801
Registration
— (—)
Source
State registered
Total AUM
$72.1M
Discretionary AUM
$72.1M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $35.9M |
| High net worth individuals | 17 | $36.0M |
| Pension/profit sharing plans | 1 | $251K |
All web addresses on file
Official SEC filing: View on IAPD