GREEN STREET

RIASEC RegisteredEst. 2014
Total AUM
Avg account
$0
Accounts
0
Employees
16
Advisory reps
16

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
172378
Registered since
August 27, 2014
Fee structure
Fixed Fees, Other

Firm profile

FINTRX

Overview

Green Street is organized as a limited liability company and has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional investors. Ownership is listed as a combination of a domestic entity and an individual. Its fee arrangements are described as fixed fees and other fee types rather than purely asset-based charging. The firm is not identified as an active ESG investor and is not characterized as a multi-state adviser in the snapshot data. It is also noted as not operating as a capital allocator. Green Street is affiliated with the investment-adviser industry under the classification provided as "Other Investment 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

Owners & executives

2 of 2
  • ROBYN FRANCIS

    Chief Compliance OfficerCRD 4844221

  • JEFFRY STUEK

    Chief Executive OfficerCRD 2608504

Contacts

3 of 14
  • MICHAEL BARACKMAN

    AssociateCRD 6972752

  • SAGE HALE

    Senior AssociateCRD 5819473

  • Roy Jiang

    Senior AssociateCRD 7640157

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
100 Bayview Cir
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth