Green Era Financial LLC
RIAState Registered
Total AUM
$36.3M
Discretionary
$36.3M
100% of AUM
Avg account
$281K
Accounts
129
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 324150
- Website
- www.greenerafinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.02%
- Individuals41.33%
- Corporations / Businesses6.65%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Green Era Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages portfolios for individuals, families and small businesses and provides pension consulting services. It charges fees based on a percentage of assets under management. Green Era is not positioned as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state 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 Equities70%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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