Greenwood Family Advisors LLC
● SEC registered since 2021CRD 304820SEC# 801-122671Miami, FL
Reg. AUM
$327.1M
Employees
3
Accounts
120
Location
Miami, FL
Greenwood Family Advisors LLC assets under management
Greenwood Family Advisors LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2021. It reports $327.1 million in regulatory assets under management and employs 3 people.
Greenwood Family Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Anllo Control | Managing Director | 50-75% | 2019 |
| Jennifer Aguerrebere Control | Chief Compliance Officer | Under 5% | 2021 |
| Nicolas Suarez-Inclan Control | Partner | 50-75% | 2021 |
Frequently asked questions
How much does Greenwood Family Advisors LLC manage?
Greenwood Family Advisors LLC reports $327.1 million in regulatory assets under management on its Form ADV.
How many employees does Greenwood Family Advisors LLC have?
Greenwood Family Advisors LLC reports 3 employees.
Where is Greenwood Family Advisors LLC located?
Greenwood Family Advisors LLC is based in Miami, FL and has been SEC-registered since 2021.
Does Greenwood Family Advisors LLC disclose fund performance?
Greenwood Family Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1395 Brickell Ave, Suite 800, Miami, FL 33131 |
| Phone | 305 648-6405 |
| Office hours | 9:00a.m. To 5:00p.m. By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$327.1Mregulatory AUM
Discretionary $0Non-discretionary $327.1M