Green Financial Management, LLC
Firm details
- Headquarters
- Mountain Brk, Alabama
- CRD number
- 166135
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.25%
- Individuals28.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Green Financial Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also operates as an insurance broker. Its advisory fees are charged as a percentage of assets under management. The firm does not market itself as an ESG investor and is not structured as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds67%
- Non-Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds4%
- Investment Grade Corp Bonds2%
Contacts
1 of 1David Green
Managing MemberCRD 5619021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mountain Brk, AL
Jefferson
Location
Mountain Brk, AL
Headquartered in Mountain Brk, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2850 Cahaba Rd
- Time zone
- CT (UTC-6)
- Office locations
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