T
$727.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
368 W. Pike St. Suite 205 Lawrenceville GA
About THE Green Group Finance, LLC
THE Green Group Finance, LLC is a Lawrenceville-based RIA. The firm has been operating for 2 years. Managing $727.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$727.0K AVG AUM / ADVISOR
$121.2K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Stephanie Nicole Brangwin
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
P
Peter J. Brangwin
Chief Compliance Officer
- CRD
- #8001310
- Ownership
- Less than 5%
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 | $727,050 | -- |
| Total | $727,050 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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