Greenside Financial, Ltd
Firm details
- Headquarters
- ,
- CRD number
- 287605
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI57.36%
- Corporations / Businesses17.11%
- Individuals16.26%
- Pension & Profit Sharing Plans6.54%
- Other2.73%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenside Financial, Ltd is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional accounts, combining financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. It also conducts insurance brokerage activities and bills clients using a mix of percentage-of-AUM, hourly, fixed, and performance-based fees. Greenside identifies as a capital allocator and is not positioned as an active ESG investor or a multi-state adviser.
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 Funds50%
- Exchange Traded Equities27%
- Non-Exchange Traded Equities12%
- Private Funds9%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Jack Holland
PresidentCRD 851442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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