CRD: 125912
Floyd Green Financial Services, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2003
- Office Locations
- 1
Office Locations
About Floyd Green Financial Services, Inc.
Atlanta-based Floyd Green provides tax and accounting support for individuals, small businesses, and nonprofits, with a strong emphasis on 501(c)(3) formation and business incorporations. The firm also delivers outsourced finance for small businesses, including CFO support, payroll, and factoring, focused on improving cash flow, tax planning, and financial reporting. Serves clients in 49 states (no NC) and reports organizing 4,000+ 501(c)(3)s in 3 years with a 100% approval rate.
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Custodian
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Technology
Owner & Executives
FLOYD GREEN JR
Financial Advisor, General Partner
- CRD
- #2627440
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,411 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,411 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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