Carlos Anllo is a registered investment advisor at Greenwood Family Advisors LLC, based in Miami, FL, with 20 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenwood Family Advisors' fees are based on a percentage of the assets they manage for you or a fixed amount, which is agreed upon with each client. The fee will not exceed 1.5%. Fees are typically paid after the services are provided, but some agreements may have fees paid in advance.
Location
1395 Brickell Ave, Suite 800, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carlos is a Director, President, and sole shareholder of Bay Consultants Inc. since April 2021, providing consulting services and dedicating minimal time.
Employment History
Current Registrations
Greenwood Family Advisors LLC
Previous Registrations
Greenwood Family Advisors LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.