$25.2M Total AUM
$25.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2008
- Office Locations
- 1
Office Locations
-- Chevy Chase MD
About Green View Advisors LLC
Green View Advisors LLC is a Chevy Chase, MD RIA providing financial planning, asset management, and divorce planning. The firm builds forward-looking retirement projections and reviews portfolios with tax implications in mind, with an emphasis on disclosing conflicts. Serves retail clients including retirees and business owners, and primarily implements via public funds and ETFs. Custodies with Altruist.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
CHRISTOPHER H RHIM
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2426798
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,205,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,205,241 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Other:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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