Green View Advisors LLC

Overview

Green View Advisors LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm is owner-operated and charges clients using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its reported investment activity skews toward pooled public vehicles—primarily mutual funds—rather than direct-security concentrated mandates. The firm does not present itself as a capital allocator or pension consultant, it is not flagged as an active ESG investor, and it operates on a single-state basis according to the filing. Investment selection appears centered on broadly diversified public funds for core equity and fixed income exposure, with supplemental allocations to third-party real estate funds and annuity products where appropriate for client needs. That mix suggests a pragmatic, client-level customization approach: mutual funds for broad market access, annuities for guaranteed-income or liability-matching objectives, and private real estate vehicles for diversification and income enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices