← Back to search
GREENWOOD FAMILY ADVISORS LLC
CRD 304820 · SEC 801-122671
1395 BRICKELL AVE, SUITE 800, MIAMI, FL, 33131, United States
Phone
305 648-6405
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.1M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $983K |
| High net worth individuals | 13 | $313.8M |
| Corporations/business entities | 1 | $12.4M |
States served
FL
Official SEC filing: View on IAPD