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Greenwood Family Advisors

EST. AUM
$327,142,309

CONTACTS
2

CLIENT ACCOUNTS
120

Firm Details

Metro area Miami
CRD Number 304820
Website n
Client types

Overview

Greenwood Family Advisors LLC is a Miami-based investment advisory firm that provides personalized wealth management and strategic financial guidance to high-net-worth individuals and families. The firm specializes in non-discretionary portfolio oversight, investment due diligence, and multi-generational estate and financial planning solutions.

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Address

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

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