Edward S. Green & Associates, LLC

Overview

Edward S. Green & Associates, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2000. The firm serves individual and family clients and operates under an owner-type listed as individual. Its reported business model centers on discretionary advisory relationships: the firm shows the same amount in total and total discretionary assets, indicating the bulk of client relationships are managed on a discretionary basis. Fee structure is listed as "Other," suggesting it does not follow only standard asset-based or hourly templates. The firm identifies as an active ESG investor, which implies environmental, social or governance criteria play a role in portfolio construction and manager selection.

Assets & Accounts

Investments & Alternatives