M.A. Greenwood & Associates Inc (Fayetteville)

Name: M.A. Greenwood & Associates Inc
Address: 26 E Center St, Fayetteville, AR, 72701
Telephone: 479-521-5353

M.A. Greenwood & Associates Inc is a large advisory firm based in Fayetteville. It manages $155.66 million of regulatory assets for 646 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Florida, Oklahoma, and Texas.

M.A. Greenwood & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

M.A. Greenwood & Associates: assets under management

The assets under management (AUM) of M.A. Greenwood & Associates Inc is $155.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $155.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $240.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay M.A. Greenwood & Associates Inc for their services and products based on a percentage of assets under management. 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 M.A. Greenwood & Associates Inc

Mary Ann Greenwood has been acting as President since 1 Jul 1982. George B Gearhart joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Ann Greenwood	President	1 Jul 1982	75% - 100%	2328429
Karen Beth Light	Chief compliance officer	1 Oct 2004	Other	5029827
Denise Anderson	Chief compliance officer	1 Dec 2005	Other	5078180
Mary Ann Greenwood	Chief compliance officer	1 Jun 2006	75% - 100%	2328429
Chris D. Mitchell	Chief compliance officer	1 Aug 2007	Other	5401248
Linda A Batson	Chief compliance officer	1 Sep 2009	Other	5714110
George B Gearhart	Vice president	1 Apr 2010	Other	4843244

Based in Fayetteville

The principal office where M.A. Greenwood & Associates Inc performs its advisory services is located at 26 E Center St, Fayetteville, AR 72701 The mailing address of the firm is Post Office Box 4278, Fayetteville, AR 72702. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 479-521-5353 or by fax 479-521-5300. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.magreenwoodandassociates.com.