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Greenfield Financial Services
GREENFIELD FINANCIAL SERVICES, LLC is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1...
Overview
GREENFIELD FINANCIAL SERVICES, LLC is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
What types of clients does Greenfield Financial Services serve?
Per the firm's regulatory disclosure, Greenfield Financial Services serves individuals, high-net-worth individuals, pension plans, and other institutional accounts. The firm does not operate as a pooled investment vehicle.
Does Greenfield Financial Services manage proprietary funds or investment products?
No. Greenfield Financial Services does not sponsor or manage proprietary mutual funds, hedge funds, or private equity vehicles. The firm constructs portfolios using third-party investment products and direct securities.
What is Greenfield Financial Services' regulatory status?
Greenfield Financial Services as an investment adviser, which subjects the firm to fiduciary obligations under the Investment Advisers Act of 1940 and requires annual Form ADV filings.
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