GREENERBUCKS

RIASEC Registered
Total AUM
$396K
Discretionary
$0
0% of AUM
Avg account
$198K
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
SACRAMENTO, California
CRD number
324622
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greenerbucks is a small, individually owned corporate advisory firm focused on portfolio management for individuals and small businesses. Its client base is described as individual and family investors. The firm charges asset-based fees alongside performance-linked fees and reports managing non-discretionary assets. Greenerbucks is not flagged as an ESG investor, does not operate as a multi-state adviser, and is not a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 53%, Derivatives 40%, Investment Grade Corp Bonds 7%53%
  • Exchange Traded Equities53%
  • Derivatives40%
  • Investment Grade Corp Bonds7%

Contacts

2 of 2
  • Geoffrey Bent

    Investment AdviserCRD 6926711

  • Arash Taghi Nezhad Bilandi

    PartnerCRD 7678410

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
1401 21st St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth