Old Greenwich Partners, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jacksonville, Florida
CRD number
124718
Registered since
June 10, 2003

Firm profile

FINTRX

Overview

Old Greenwich Partners, LLC is a privately owned limited liability company that registered with the SEC in 2003. The firm is recorded as having an individual owner and is categorized as unclassified in the FINTRX snapshot. Publicly available profile data provides minimal detail about the firm's business model: key fields such as client segments, fee structures, and specific advisory activities are not disclosed. The snapshot also flags that the firm is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Quade

    CCOCRD 1292231

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
4920 Key Lime Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth