New Green Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281784
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals89.33%
- Other10.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Green Capital, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters primarily to individual and family clients. New Green Capital does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges for its advisory services.
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Xinyan Yi
PresidentCRD 6569642
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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