Green Square Am
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 343857
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Woodson Whitehead
Chief Executive Officer, PrincipalCRD 4406495

Morgan Sanders
Chief Compliance OfficerCRD 6480812
Contacts
2 of 2Darrell Horn
Senior Managing Director, PrincipalCRD 1654100

Richard Finch
Senior Managing DirectorCRD 5740372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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