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Building 2GREENSHIELDS CAPITAL LLC

Map pinEL SEGUNDO, CA
Phone310-775-2136
NotebookSEC #801-121739
Total AUM
$192.5M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 APOLLO ST.
SUITE 314
EL SEGUNDO
CA 90245
United States
Operating Hours
7:00 AM - 8:00 PM
Monday - Friday
Phone
310-775-2136

ReceiptFinancials

Total AUM
$192.5M
Accounts
330
Discretionary
$192.5M
Accounts
330
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$40.3M
HNW Individual Clients
71
AUM
$150.3M
Investment Advisor Clients
5
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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