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Greenwich Advisory Associates Inc (Greenwich)


Greenwich Advisory Associates Inc is a large advisory firm based in Greenwich. It manages $161 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.

Greenwich Advisory Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenwich Advisory Associates: assets under management

The assets under management (AUM) of Greenwich Advisory Associates Inc is $161 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $161 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenwich Advisory Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Greenwich Advisory Associates Inc performs its advisory services is located at 35 Mason Street, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-629-8320 or by fax 203-629-0806. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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