G
CRD: 166135
Green Financial Management, LLC
Birmingham, AL, 35223
2054235260
$55.5M Total AUM
$55.5M Disc. AUM
-- 3Y CAGR
1 Employees
137 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-19-2012
- Office Locations
- 1
Office Locations
2850 Cahaba Road Suite 230 Birmingham AL
About Green Financial Management, LLC
Green Financial Management, LLC is a Birmingham-based RIA. The firm has been operating for 13 years. Managing $55.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Wells Fargo. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$55.5M AVG AUM / ADVISOR
$405.0K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pathway north Zenith Fusion
Investment Themes
Peak quantum
Investment Vehicles
Matrix meridian
Services
Momentum value Summit quantum Harbor meridian Zenith Bridge foundation
Owner & Executives
D
DAVID WAYNE GREEN
Managing Member, Partner
- CRD
- #5619021
- Ownership
- 75% or more
(397) 341-5462
meridian.bridge@insightcapital.com
in linkedin.com/in/vector-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,483,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,483,532 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,483,532
Public Funds:
9.9% Equity - OTC:
11.9% Cash:
10.7% U.S. Government/Agency:
28.6% Corporate - Investment Grade:
14.6% Equity - Exchange:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $813,422,496 | 9.9% |
| Equity - OTC | $977,750,273 | 11.9% |
| Cash | $879,153,607 | 10.7% |
| U.S. Government/Agency | $2,349,887,211 | 28.6% |
| Corporate - Investment Grade | $1,199,592,772 | 14.6% |
| Equity - Exchange | $1,996,582,489 | 24.3% |
| Total | $8,216,388,848 | 100.0% |