GREEN MOUNTAIN INVESTMENT RESEARCH LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
339480

Firm profile

FINTRX

Overview

Green Mountain Investment Research LLC is a small, privately held investment manager organized as an LLC and owned by an individual. The firm functions primarily as a sponsor and general partner/managing member of pooled investment vehicles rather than as a traditional multi-client advisory business. Public filings do not list an SEC registration year, the firm does not identify itself as an active ESG investor, and it is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Pranshu Khandelwal

    FounderCRD 6844740

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
15087 Aramon Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth