Green Investment Strategies, Incorporated
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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