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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
About Greenstar Advisors
GreenStar Advisors is a Centennial/Denver, CO fiduciary wealth management firm providing comprehensive financial planning and portfolio management, including retirement income, tax, estate and risk management. The firm emphasizes simple, proactive, accountable advice and offers financial education resources. Portfolios are implemented primarily with ETFs and public funds, with custody including Charles Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CHAD R GORDON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4621788
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,359,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,359,934 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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