G
$395.6K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2022
- Office Locations
- 1
Office Locations
1401 21st ST STE R Sacramento CA
About Greenerbucks
Greenerbucks is a Sacramento-based RIA. The firm has been operating for 4 years. Managing $395.6K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$395.6K AVG AUM / ADVISOR
$98.9K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
Geoffrey Cyril Bent
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #6926711
- Ownership
- 75% or more
Available
Available
Available
A
Arash Taghi Nezhad Bilandi
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $395,599 | -- |
| Total | $395,599 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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