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Building 2GREEN WEALTH MANAGEMENT, LLC

Map pinSALEM, OR
Phone503.391.1040
NotebookSEC #801-66318
Total AUM
$73M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 MILLER STREET SE
SUITE 200
SALEM
OR 97302
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503.391.1040

ReceiptFinancials

Total AUM
$73M
Accounts
248
Discretionary
$70.2M
Accounts
238
Non-Discretionary
$2.9M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIOR

HandshakeAffiliates

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

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