Greene & Company Financial Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 126875
- Website
- www.lcurve.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Greene & Company Financial Services LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individual and family clients. The firm engages in various advisory activities, including financial planning, portfolio management for both individuals and small businesses, and pension consulting services. In addition to these services, Greene & Company also conducts educational seminars and workshops to enhance client knowledge and engagement in financial matters. The firm is not an active ESG investor and does not classify itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Contacts
1 of 1
Douglas Greene
MemberCRD 4533447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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