Greenwood Family Advisors LLC
Greenwood Family Advisors LLC is an SEC-registered ria in Miami, FL with $327.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Greenwood Family Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304820, SEC 801-122671, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $327.1M (2026-02-09)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 3
- Clients
- 16
- CRD
- 304820
- Ownership
- AGUERREBERE, JENNIFER; ANLLO, CARLOS; SUAREZ-INCLAN, NICOLAS
How much AUM does Greenwood Family Advisors LLC have?
Greenwood Family Advisors LLC reported $327.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Greenwood Family Advisors LLC?
Disclosed owners and executives of Greenwood Family Advisors LLC include AGUERREBERE, JENNIFER, ANLLO, CARLOS, SUAREZ-INCLAN, NICOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.