Green Investment Strategies, Incorporated

RIAState Registered
Total AUM
$7.2M
Discretionary
$0
0% of AUM
Avg account
$278K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325315
Custodians
CHARLES SCHWAB & CO., INC., CITIZEN MINT
Fee structure
Percentage of AUM
Client types
  • HNWI86.36%
  • Individuals13.64%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Green Investment Strategies, Incorporated positions itself as an independent, individually owned registered investment adviser focused on serving individuals and families. The firm charges fees as a percentage of assets under management and performs portfolio management for individuals and small businesses while also acting as a capital allocator by selecting third-party advisers and managers on clients’ behalf. The firm does not identify as an active ESG investor and is described as operating under a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Private Funds 100%100%
  • Private Funds100%

Owners & executives

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Contacts

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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

, null

Location

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Headquartered in , null.

Office locations

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