Greenport Financial Advisres Inc. is a large advisory firm based in North Canton. It manages $50.2 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Ohio.
Greenport Financial Advisres provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greenport Financial Advisres Inc. is $50.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greenport Financial Advisres Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William David Griffing has been acting as President since 1 Jan 2001. Justin Brooks Hardesty joined the executive team most recently as the Portfolio Manager.
The principal office where Greenport Financial Advisres Inc. performs its advisory services is located at 6215 Frank Avenue Nw, North Canton, OH 44720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (330) 433-1800 or by fax (330) 433-1801. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.greenportfinancial.com.