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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Signal harborCrest +more
- Established Date
- 11-29-2022
- Office Locations
- 1
Office Locations
About Green ERA Financial LLC
Green Era Financial is a fiduciary registered investment adviser providing financial planning and investment management, including retirement, tax, insurance and estate planning support. The firm emphasizes education-first advice and data-driven portfolio management aimed at reasonable, sustainable returns tailored to client goals and risk tolerance. Based in Clearwater, FL, it serves clients nationwide virtually and supports clients via Altruist and the RightCapital portal.
Team overview
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Investment Themes
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Technology
Owner & Executives
Cary Peter Green
Chief Compliance Officer, Managing Member
- CRD
- #7143357
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jean Jacques Robert Widmaier
Chief Investment Officer
- CRD
- #6915787
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,300,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,300,437 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,300,437
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,665,997,845 | 43.1% |
| Public Funds | $1,534,573,421 | 39.7% |
| Cash | $664,852,968 | 17.2% |
| Total | $3,865,424,234 | 100.0% |