Greenside Financial, Ltd

Overview

Greenside Financial, Ltd is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, arranging third‑party manager relationships rather than relying solely on in‑house portfolio construction. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Greenside also performs insurance brokerage activities. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑based components. The firm does not identify as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives