Greenport Financial Advisers Inc (North Canton)

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

Greenport Financial Advisers Inc is an adviser based in North Canton. It manages $77.27 million of regulatory assets for 344 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.

Greenport Financial Advisers provides portfolio management for individuals and small businesses, pension consulting services, and advisory consulting services. 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 Advisers: assets under management

The assets under management (AUM) of Greenport Financial Advisers Inc is $77.27 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.57 million in discretionary accounts and $2.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $62.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenport Financial Advisers Inc for their services and products based on a percentage of assets under management and hourly charges. 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 Advisers Inc

William David Griffing has been acting as President since 1 Jan 2001. Douglas Matthew Griffing joined the executive team most recently as the Chief Compliance Officer/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Brooks Hardesty	Chief compliance officer	1 Jan 2001	Other	2937666
William David Griffing	President	1 Jan 2001	75% - 100%	1490813
Douglas Matthew Griffing	Chief compliance officer/treasurer	1 Jan 2012	Other	4153605

Based in North Canton

The principal office where Greenport Financial Advisers 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 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.greenportfinancial.com.