GREENSIDE FINANCIAL, LTD

GREENSIDE FINANCIAL, LTD is an SEC-registered investment adviser (CRD 287605). Regulatory assets under management: $38.6M.

Registration

• CRD: 287605
• Type: Registered investment adviser
• Phone: 843-842-8500
• Latest filing: 2026-03-19
• Regulatory AUM: $38.6M
• Non-discretionary AUM: $38.6M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287605 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search