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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUERREBERE, JENNIFER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR / CCO | E | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR / CCO | E | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR / CCO | E | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR / CCO | E | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| ANLLO, CARLOS | I | MANAGING DIRECTOR | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
| SUAREZ-INCLAN, NICOLAS | I | PARTNER | D | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (1)
FL
Address
1395 BRICKELL AVESUITE 800
MIAMI, FL 33131
United States
Phone: 305 648-6405