GREENWOOD FAMILY ADVISORS LLC
CRD #304820 SEC #801-122671 MIAMI, FL 305 648-6405
SEC Registered
Total AUM
$296.2M
Discretionary
$0
Employees
3
Clients
--
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $296.2M | $0 | $296.2M | 3 | 2 |
| Jan 2024 | $254.8M | $0 | $254.8M | 3 | 5 |
| Oct 2023 | $236M | $0 | $236M | 3 | 4 |
| Jun 2023 | $236M | $0 | $236M | 3 | 4 |
| Mar 2023 | $236M | $0 | $236M | 3 | 4 |
| Mar 2022 | $257.1M | $0 | $257.1M | 3 | 0 |
| Feb 2022 | $257.1M | $0 | $257.1M | 3 | 0 |
| Oct 2021 | $130.2M | $0 | $130.2M | 3 | 0 |
| Jan 2020 | $26M | $0 | $26M | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
| Oct 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$296.2M
Discretionary$0
Non-Disc.$296.2M
Employees3
Clients2
DateJan 2024
Total AUM$254.8M
Discretionary$0
Non-Disc.$254.8M
Employees3
Clients5
DateOct 2023
Total AUM$236M
Discretionary$0
Non-Disc.$236M
Employees3
Clients4
DateJun 2023
Total AUM$236M
Discretionary$0
Non-Disc.$236M
Employees3
Clients4
DateMar 2023
Total AUM$236M
Discretionary$0
Non-Disc.$236M
Employees3
Clients4
DateMar 2022
Total AUM$257.1M
Discretionary$0
Non-Disc.$257.1M
Employees3
Clients0
DateFeb 2022
Total AUM$257.1M
Discretionary$0
Non-Disc.$257.1M
Employees3
Clients0
DateOct 2021
Total AUM$130.2M
Discretionary$0
Non-Disc.$130.2M
Employees3
Clients0
DateJan 2020
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0