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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha momentum
- Established Date
- 05-02-2019
- Office Locations
- 2
Office Locations
About Green & Deckert LLC
Green & Deckert LLC is a fiduciary RIA providing investment management and comprehensive financial planning, with retirement-focused guidance across income strategy, Social Security claiming, and Medicare decisions. The firm emphasizes tax-optimized planning and is licensed to provide tax advice and tax planning as part of its service. Portfolios are built with an asset-allocation and risk-management lens using public funds/ETFs, with custody including Charles Schwab.
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Owner & Executives
GREGORY ALAN DECKERT
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5251388
- Ownership
- Less than 5%
DUNCAN BRADLEY GREEN
Financial Advisor, Managing Member
- CRD
- #2581089
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,796,346 | $356,022 |
| Non-Discretionary | $0 | -- |
| Total | $132,796,346 | $356,022 |
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Separately Managed Accounts
Total SMA Asset: $132,796,346
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,950,395,533 | 44.8% |
| Equity - Exchange | $2,272,067,988 | 34.5% |
| Cash | $1,363,240,793 | 20.7% |
| Total | $6,585,704,314 | 100.0% |