Overview
Assets Under Management: $121 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 34
Average Client Assets: $2.1 million
Frequently Asked Questions
GREENSVIEW WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297321), GREENSVIEW WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
GREENSVIEW WEALTH MANAGEMENT is headquartered in FRANKLIN, TN.
GREENSVIEW WEALTH MANAGEMENT serves 34 high-net-worth clients according to their SEC filing dated January 04, 2024. View client details ↓
According to their SEC Form ADV, GREENSVIEW WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GREENSVIEW WEALTH MANAGEMENT manages $121 million in client assets according to their SEC filing dated January 04, 2024.
According to their SEC Form ADV, GREENSVIEW WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.88%
Average Client Assets: $2.1 million
Total Client Accounts: 373
Discretionary Accounts: 194
Non-Discretionary Accounts: 179
Regulatory Filings
CRD Number: 297321
Filing ID: 1810016
Last Filing Date: 2024-01-04 15:26:00