GREEN FINANCIAL MANAGEMENT, LLC

GREEN FINANCIAL MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 166135). Regulatory assets under management: $55.5M.

Registration

• CRD: 166135
• Type: Registered investment adviser
• Location: 2850 CAHABA ROAD, BIRMINGHAM, AL, 35223
• Phone: (205) 423-5260
• Latest filing: 2026-02-23
• Regulatory AUM: $55.5M
• Discretionary AUM: $55.5M
• Clients: 1
• Accounts: 351

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search