Green Trail Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282395
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI67.29%
- Individuals32.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Green Trail Investments, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is individuals and families; its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation appears to be fee-based rather than asset-based, with hourly and fixed-fee billing noted. The firm is not positioned as a capital allocator to outside managers and does not indicate active ESG investing. An accounting affiliation is listed, which suggests coordination with tax or bookkeeping professionals may be part of the service mix.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- Cash & Cash Equivalents8%
- State & Local Bonds6%
Contacts
1 of 1
Wayne Kurtz
Managing MemberCRD 2521085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations