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Greenfield George Theodore (Manhasset)


Greenfield George Theodore is a large advisory firm based in Manhasset. It manages $33.76 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, New Jersey, and New York.

Greenfield George Theodore provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenfield George Theodore: assets under management

The assets under management (AUM) of Greenfield George Theodore is $33.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.01 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenfield George Theodore 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.

Based in Manhasset

The principal office where Greenfield George Theodore performs its advisory services is located at 60 Ascot Ct, Manhasset, NY 11030, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-365-6432 or by fax 212-736-9049. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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