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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2021
- Office Locations
- 1
Office Locations
About Assist FP
ASSIST FP is a boutique RIA led by CFP Justin Green focused on millennial business owners in their 30s and 40s. The firm delivers personalized financial plans that tie business cash flow, taxes, and household goals to an investment strategy, with ongoing wealth management available by invitation. Portfolios are primarily ETF-based and the practice runs on Altruist; the advisor is regularly quoted in mainstream personal finance outlets.
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Owner & Executives
Justin R. Green
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6834271
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $779,721 | -- |
| Non-Discretionary | $0 | -- |
| Total | $779,721 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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