Greenwich Advisors, Llc
- Regulatory AUM
- $293M
- Discretionary
- $256M
- Clients
- 72
- Avg AUM / client
- $4.1M
- Accounts
- 211
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $15.4M | 5.25% |
| High net worth individuals | 37 | $170M | 58.0% |
| Charitable organizations | Fewer than 5 | $3.0M | 1.01% |
| Corporations and other businesses | Fewer than 5 | $105M | 35.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Jay Portnoy | Principal | Jan 2014 (13y) | 10% – 25% | |
| Dennis Christopher Tucker | Managing Partner & Chief Compliance Officer | CFA | Jun 2016 (10y) | 75% or more |
| Jeffrey Daniel Evans | Principal | Dec 2017 (9y) | 5% – 10% | |
| Christopher Kuehne | Registered representative | CFP | Dec 2025 (1y) | |
| Alexander Tucker | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $122M (42% of AUM) Jul 2026
- J.P. Morgan $104M (36% of AUM) Jul 2026
- BNY Mellon $44.0M (15% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗