GREEN VALLEY WEALTH ADVISORS LLC
GREEN VALLEY WEALTH ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 149890). Regulatory assets under management: $2.2M.
Registration
- CRD: 149890
- SEC file number: 801-70285
- Type: Registered investment adviser
- Location: 555 CALIFORNIA STREET, SUITE 313, SAN FRANCISCO, CA, 94104
- Phone: 415-568-2150
- Latest filing: 2009-12-14
- Regulatory AUM: $2.2M
- Discretionary AUM: $2.2M
- Clients: 1
- Accounts: 3
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LINSER ERIC JONATHAN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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