Greenfield Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166095
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.6%
- Individuals33.4%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Greenfield Financial Services, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its stated activity is portfolio management rather than pension consulting or multi-state advisory work, and it does not identify as an active ESG investor. The firm’s profile and reported asset mix indicate a modest, client-focused practice rather than a capital allocator or multi-manager platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents45%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities20%
Contacts
1 of 1Mark Quinn
PresidentCRD 1246087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations