$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
138 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-2005
- Office Locations
- 1
Office Locations
-- Moultonborough NH
About Greene & Company Financial Services LLC
Greene & Company Financial Services is a New Hampshire RIA pairing wealth management with CPA-led financial and tax planning. The firm builds client-specific portfolios from aggressive to conservative, emphasizing trend/momentum equity selection and ETF implementation, alongside retirement planning and income tax preparation—integrating investment decisions with tax ramifications.
Team overview
71 AVG AGE
$8.8M AVG AUM / ADVISOR
$63.9K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
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Custodian
Momentum
Investment Themes
Eagle summit
Services
Peak Element pathway Eagle Glacier
Owner & Executives
DOUGLAS HEYWOOD GREENE
Owner, President
- CRD
- #4533447
- Ownership
- 75% or more
(292) 366-9148
alpha.meridian@pioneercapital.com
in linkedin.com/in/horizon-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,815,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,815,098 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,815,098
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,939,992,050 | 100.0% |
| Total | $3,939,992,050 | 100.0% |