Greenfield Financial Services

GREENFIELD FINANCIAL SERVICES, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee...

Greenfield Financial Services

GREENFIELD FINANCIAL SERVICES, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/mark-quinn-116a0058

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is Greenfield Financial Services a family office or an asset manager?

Greenfield Financial Services is registered as an investment adviser, not a family office. Its SEC filings show a standard advisory business model serving individuals and institutional clients rather than managing a single family's wealth.

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.

How does Greenfield Financial Services charge for its advisory services?

The firm's Form ADV indicates it charges clients through a combination of asset-based fees calculated as a percentage of assets under management, hourly fees, and fixed fees for specific service packages.

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 is registered with the U.S. Securities and Exchange Commission 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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