CRD: 325315
Green Investment Strategies, Incorporated
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial peakSummit +more
- Established Date
- 03-28-2023
- Office Locations
- 1
Office Locations
About Green Investment Strategies, Incorporated
Green Investment Strategies is a climate-focused investment adviser building risk-tolerance-based portfolios for environmentally conscious individuals. Portfolios emphasize themes like solar and alternative energy, green transportation, sustainable real estate, and water distribution/filtration while aiming to maximize return potential with risk management. The firm commits to donating at least 1% of revenue to climate-charity partners.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH FRANK PELUSI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7701601
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,230,000 | -- |
| Total | $7,230,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,230,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,921,741,671 | 21.5% |
| Private Funds | $1,027,908,335 | 11.5% |
| Cash | $884,895,002 | 9.9% |
| Corporate - Investment Grade | $1,304,996,669 | 14.6% |
| Equity - Exchange | $1,465,886,670 | 16.4% |
| Municipal Bonds | $2,332,905,005 | 26.1% |
| Total | $8,938,333,352 | 100.0% |