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Greenwood Capital Assoc LLC

EST. AUM
$1,765,086,387

CONTACTS
4

CLIENT ACCOUNTS
731

Firm Details

Metro area Greenville, SC
CRD Number 115015
Website greenwoodcapital.com
Client types

Overview

Greenwood Capital Associates LLC is a wealth and asset management firm based in South Carolina, serving individuals, families, and institutional investors. The firm offers a comprehensive and consultative approach to financial planning and investment management, focusing on the unique needs of each client. Greenwood Capital provides services such as equity and fixed income investments, retirement planning, and corporate solutions. The firm also acts as a sub-advisor for financial advisors and serves as an outsourced chief investment officer for institutions like endowments and foundations. With a team-oriented approach, Greenwood Capital emphasizes personalized service and a disciplined investment philosophy.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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