GREENERBUCKS
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 324622
- Website
- greenerbucks.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Derivatives40%
- Investment Grade Corp Bonds7%
Contacts
2 of 2Geoffrey Bent
Investment AdviserCRD 6926711
Arash Taghi Nezhad Bilandi
PartnerCRD 7678410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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