GREEN ERA FINANCIAL LLC

GREEN ERA FINANCIAL LLC is an SEC-registered investment adviser (CRD 324150). Regulatory assets under management: $36.3M.

Registration

• CRD: 324150
• Type: Registered investment adviser
• Phone: (727) 210-5211
• Latest filing: 2026-04-21
• Regulatory AUM: $36.3M
• Discretionary AUM: $36.3M
• Clients: 2
• Accounts: 129

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search