Kyrie
Greathouse

Townsquare Capital, LLC

CRD#7645271
Investment Advisor
in Rio Rancho, NM

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About this Advisor

Kyrie Greathouse is a financial advisor based out of Rio Rancho, New Mexico with a total of 1 year of industry experience. Greathouse works at Townsquare Capital, LLC. During their career, Greathouse has held roles at The Church Of Jesus Christ Of Latter-Day Saints, Byu Ticket Office, Oxford Wealth Advisors, Townsquare Capital and Provo Library. Greathouse holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in New Mexico. Townsquare Capital, LLC is a business based in Provo, UT. The company has offices in 40 locations and a total of 89 employees. It controls $6 billion in total assets across its 28,608 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 60 charitable organizations. Of its 28,608 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which services the firm provides the client. Fee types billed by Townsquare Capital, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6429 Magdalena Rd Ne
Rio Rancho, NM 87144

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

NM Average: $693,624,108
Total Number of Employees

89

NM Average: 12
Total Number of Accounts

28,608

NM Average: 1,115
Average Account Size

$218,275

NM Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyrie Greathouse Work History

Kyrie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Townsquare Capital

2019 - Present (5 years)

Oxford Wealth Advisors

2016 - 2016 (< 1 year)

Provo Library

2015 - 2019 (4 years)

Byu Ticket Office

2013 - 2015 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2012 - 2013 (1 year)

Byu Ticket Office

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyrie Greathouse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Clark Kemsley
Cedar Park, TX
Adam Mckell
Provo, UT
Trenton Laporte
Idaho Falls, ID
Adam Graves
Aurora, CO
Monica Sonnier
Provo, UT
Frederick Harris
Provo, UT
Tyson Walker
Provo, UT
Staci Compagno
Provo, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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