GREENE & COMPANY FINANCIAL SERVICES LLC

GREENE & COMPANY FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 126875). Regulatory assets under management: $8.8M.

Registration

• CRD: 126875
• Type: Registered investment adviser
• Phone: 860-868-3410
• Latest filing: 2024-08-14
• Regulatory AUM: $8.8M
• Discretionary AUM: $8.8M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search