The Green Group Finance, LLC

Overview

The Green Group Finance, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model is non-discretionary: the firm reports its assets as non-discretionary and appears to act in a consultative capacity rather than exercising trading authority on clients’ accounts. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suits a combination of ongoing portfolio oversight and project-based planning work. The firm identifies as an active ESG investor, and it lists an industry affiliation with accountants, suggesting coordination with tax and accounting professionals as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives