Green Era Financial LLC

Overview

Green Era Financial LLC is a privately owned limited liability company that provides fee-based investment advice primarily charged as a percentage of assets under management. The firm serves both individual and family clients as well as institutional relationships, with stated advisory activities focused on portfolio management for individuals and small businesses and offering pension consulting services. Corporate filings classify the adviser as unclassified and list an individual as the owner. Green Era Financial LLC does not identify as an active ESG investor, is not a multi-state adviser, does not act as a capital allocator, and reports an insurance-company industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices