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Building 2GREEN SQUARE WEALTH MANAGEMENT, LLC

Map pinMEMPHIS, TN
Phone901-250-6700
NotebookSEC #801-113334
Total AUM
$2.2B
Employees
15
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
949 S SHADY GROVE ROAD
SUITE 401
MEMPHIS
TN 38120
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
901-250-6700
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,504
Discretionary
$1.9B
Accounts
1,298
Non-Discretionary
$357.5M
Accounts
206

ContactClients

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HNW Individual Clients
107
AUM
$1.9B
Charitable Organization Clients
11
AUM
$11.4M
Insurance Company Clients
3
AUM
$14.3M
Corporation or Business Clients
38
AUM
$283.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYLAMAMSNCTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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