Greenport Financial Advisres Inc. (North Canton)

Name: Greenport Financial Advisres Inc.
Address: 6215 Frank Avenue Nw, North Canton, OH, 44720
Telephone: (330) 433-1800

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.

Greenport Financial Advisres: assets under management

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 firm manages $50 million in discretionary accounts and $200 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Greenport Financial Advisres Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William David Griffing	President	1 Jan 2001	75% - 100%	1490813
Justin Brooks Hardesty	Portfolio manager	1 Jan 2001	Other	2937666

Based in North Canton

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.