Green Financial Management, LLC

RIASEC Registered
Total AUM
$55.5M
Discretionary
$55.5M
100% of AUM
Avg account
$158K
Accounts
351
Employees
1
Advisory reps
1

Firm details

Headquarters
Mountain Brk, Alabama
CRD number
166135
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI71.25%
  • Individuals28.75%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Green Financial Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also operates as an insurance broker. Its advisory fees are charged as a percentage of assets under management. The firm does not market itself as an ESG investor and is not structured as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Non-Exchange Traded Equities 18%, Cash & Cash Equivalents 8%, US Government Bonds 4%, Investment Grade Corp Bonds 2%, Exchange Traded Equities 1%67%
  • Public Funds/Mutual Funds67%
  • Non-Exchange Traded Equities18%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • David Green

    Managing MemberCRD 5619021

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mountain Brk, AL

Jefferson

Location

Mountain Brk, AL

Headquartered in Mountain Brk, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2850 Cahaba Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth