Greenwich Investment Management, Inc
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Overview
Greenwich Investment Management, Inc is located at 50 Washington Street, Norwalk, CT. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Greenwich Investment Management, Inc is not a registered broker-dealer.
Greenwich Investment Management, Inc oversees $592.7 million in assets under management across 833 accounts, of which 816 are discretionary and 17 are non-discretionary. The services offered include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Greenwich Investment Management, Inc is asset-based. The firm has 670 high net worth clients and maintains affiliations with a lawyer or law firm.
Greenwich Investment Management, Inc is registered in the states of Arizona, California, Connecticut, Florida, Illinois, Kentucky, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Pennsylvania, Virginia, Colorado, District of Columbia, Georgia, Maryland, Nevada, South Carolina, Indiana, Nebraska, Utah, Louisiana, Texas, Maine, Missouri, North Carolina, Vermont, Ohio, Rhode Island, Washington, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenwich Investment Management, Inc by the Numbers
$592.7 million
8
833
$711.5 thousand
Fee Structure
Fees for financial advice largely are based on the financial services provided. Fees billed by Greenwich Investment Management, Inc typically consist of the following fee structure: asset-based.Wrap fee programs, or the practice of bundling services for a single fee, are offered by Greenwich Investment Management, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, and corporations. Out of its 6 clients, Greenwich Investment Management, Inc's biggest client type by number of accounts is high net worth investors, although it also caters to 670 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 82.11%
- Other Individuals - 16.54%
- Corporations - 0.86%
- Charitable Organizations - 0.49%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Greenwich Investment Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Greenwich Investment Management, Inc
Norwalk, CT
Norwalk, CT
Norwalk, CT
Norwalk, CT
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