Green Square Wealth Management LLC
- Assets, Funds, Holdings
| Green Square Wealth Management LLC
|
| CRD # | 297048 |
| SEC # | 801-113334 |
| CIK # | |
| AUM |
|
| Employees |
15 (80% Investors, 0% Brokers)
|
| Phone | 901-250-6700 |
| Address | 949 S Shady Grove Road
Memphis, TN 38120 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
107
|
1.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
11 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
3 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
38 |
0.3 |
| (n) Other |
0 |
0.0 |
| Total |
1,504 |
2.2 |
| By Discretionary |
| Discretionary |
1,298 |
1.9 |
| Non-Discretionary |
206 |
0.4 |
| Total |
1,504 |
2.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
2.2 |
| Total |
1,504 |
2.2 |
| Firm Profile (Form ADV) |
| Clients | 159 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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