Green Musa Capital, LLC

RIASEC Registered
Total AUM
$747K
Discretionary
$747K
100% of AUM
Avg account
$11.7K
Accounts
64
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316465
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals96.09%
  • Corporations / Businesses3.91%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Green Musa Capital, LLC is an independent registered investment advisory operating as a limited liability company under individual ownership. The firm serves both individuals and families as well as institutional clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include traditional percentage-of-assets-under-management billing and hourly charges. The firm is not identified as an active ESG investor, multi-state adviser, capital allocator, or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 55%, Cash & Cash Equivalents 38%, Public Funds/Mutual Funds 5%, Derivatives 2%55%
  • Exchange Traded Equities55%
  • Cash & Cash Equivalents38%
  • Public Funds/Mutual Funds5%
  • Derivatives2%

Owners & executives

1 of 1
  • Anibal Hernandez

    Anibal Hernandez

    Chief Executive OfficerCRD 6076384

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth