Greenwich, CT Financial Advisors and Resources



Financial Advisor Firms in Greenwich, CT


PERFORMANCE EQUITY MANAGEMENT, LLC

Website

(203) 742-2400

5 Greenwich Office Park
Third Floor
Greenwich, CT 6831

SEC#: 801-60051
Years in Business: 20 years

SOUND SHORE MANAGEMENT INC

Website

(203) 629-1980

8 Sound Shore Dr., Suite 180

Greenwich, CT 6830

SEC#: 801-13549
Years in Business: 43 years

FOX RUN MANAGEMENT LLC

Website

(203) 629-1729

115 E Putnam Avenue

Greenwich, CT 6830

SEC#: 801-106745
Years in Business: 5 years

GRAMERCY FUNDS MANAGEMENT LLC

Website

(203) 552-1900

20 Dayton Avenue

Greenwich, CT 6830

SEC#: 801-70808
Years in Business: 11 years

AMG FUNDS LLC

Website

(203) 299-3500

600 Steamboat Road
Suite 300
Greenwich, CT 6830

SEC#: 801-56365
Years in Business: 22 years

MOONRISE CAPITAL LP

Website

(203) 544-2302

268 Mason Street
Floor 2
Greenwich, CT 6830

SEC#: 801-117063
Years in Business: 2 years

STRATEGIC VALUE PARTNERS, LLC

Website

(203) 618-3500

100 West Putnam Avenue

Greenwich, CT 6830

SEC#: 801-72080
Years in Business: 10 years

AQR CAPITAL MANAGEMENT, LLC

Website

(203) 742-3600

Two Greenwich Plaza
3rd Floor
Greenwich, CT 6830

SEC#: 801-55543
Years in Business: 23 years

COOK PINE CAPITAL LLC

Website

(203) 861-2930

2 Sound View Drive
Second Floor
Greenwich, CT 6830

SEC#: 801-64533
Years in Business: 16 years


How Retirement-Friendly is Greenwich, CT?

  • Population: 13,287
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $1222,400
  • Average Monthly Housing Cost: $2,052
  • Average Household Income: $209,877
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)


Greenwich, CT Financial Advisor FAQs

Ask if they have a fiduciary responsibility. This will reassure you that they are working primarily for your best interest.
Financial advisors usually will charge an annual fee. It varies depending on the advisor's services, past performance, and method of payment. There are many advisors who will offer their service for free or at a small monthly retainer fee.
Things to look for when selecting an advisor are whether they are registered with the SEC according to FINRA's BrokerCheck program, if their office has been investigated by regulators, how much they cost for their services, and what qualifications and certifications they have.
A financial advisor can ease your process of managing your funds with multiple goals in mind. A person will need a financial advisor if they are looking for help in investments, taxes, home-ownership, college planning or retirement planning.