Green Square Am

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
4

Firm details

Headquarters
Memphis, Tennessee
CRD number
343857
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Green Square Am is organized as a limited liability company controlled by an individual owner. The firm identifies itself as a capital allocator and its primary advisory activity is the selection of other advisers, which indicates a manager-of-managers or outsourced model rather than direct in-house portfolio management. The firm's regulatory start year is not listed. Its operating profile is modest and narrowly described: Green Square Am does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not positioned as a pension consultant or related adviser to another entity. The firm is not flagged as newly formed. Compensation arrangements are flexible and include percentage-of-AUM fees, fixed fees, and other fee structures.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Woodson Whitehead

    Woodson Whitehead

    Chief Executive Officer, PrincipalCRD 4406495

  • Morgan Sanders

    Morgan Sanders

    Chief Compliance OfficerCRD 6480812

Contacts

2 of 2
  • Darrell Horn

    Darrell Horn

    Senior Managing Director, PrincipalCRD 1654100

  • Richard Finch

    Richard Finch

    Senior Managing DirectorCRD 5740372

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
999 Shady Grove Rd S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth