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Building 2GREENLINE WEALTH MANAGEMENT

Map pinBOCA RATON, FL
Phone561-405-6609
NotebookSEC #801-136186
Total AUM
$117M
Employees
6
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 YAMATO ROAD
SUITE 3151
BOCA RATON
FL 33431
United States
Operating Hours
8-5
Monday - Friday
Phone
561-405-6609
Other Offices
2

ReceiptFinancials

Total AUM
$117M
Accounts
410
Discretionary
$116.8M
Accounts
408
Non-Discretionary
$128.3K
Accounts
2

ContactClients

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Individual Clients
199
AUM
$34.5M
HNW Individual Clients
35
AUM
$61.1M
Corporation or Business Clients
13
AUM
$21.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYMINCNJNYOHPATX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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