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Greenwich Wealth Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 7, 2017
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 672
      Accounts
    • $2.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
Vahan Janjigian
August 2010
Paul J Lynch
May 2019
Harry Edward Figgie
October 2011
Daniel Jerry Sullivan
April 2009
Michael James Freeburg
December 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Greenwich Wealth Management LLC IAR $1,834,531,932

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael James Freeburg Managing Member January, 2007 75% or more
      Daniel Jerry Sullivan Chief Compliance Officer April, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees