$70.9M Total AUM
$70.9M Disc. AUM
-- 3Y CAGR
2 Employees
137 ADV. Clients
30 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-1996
- Office Locations
- 1
Office Locations
309 West 7TH Street Suite 101 Fort Worth TX
About Green Investment Management, Inc.
Green Investment Management, Inc. is a Fort Worth, TX investment manager offering managed portfolio strategies such as its Guardian Fixed Income Allocation and Guardian Country Allocation. The firm serves retail and institutional investors and primarily implements allocations using ETFs. Portfolio management is led by Byron Green, with 39+ years of investment management experience, and accounts can be custodied at Charles Schwab.
Team overview
69 AVG AGE
$70.9M AVG AUM / ADVISOR
$517.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
CRM
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
B
BYRON D GREEN JR
Investment Advisor, President
- CRD
- #858585
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,895,075 | $157,829 |
| Non-Discretionary | $0 | -- |
| Total | $70,895,075 | $157,829 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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