Green Financial Management, LLC

Green Financial Management, LLC (CRD# 166135) is a financial advisory firm headquartered in Birmingham, AL. They manage $52,847,477 in 340 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2850 Cahaba Road, Suite 230, Birmingham, AL 35223
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $155,434
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, NY

Financial Advisors at Green Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Green, financial advisor Birmingham AL
David W. Green
CRD#: 5619021
2850 Cahaba Road, Suite 230, Birmingham, AL 35223

David Green (CRD# 5619021) is an Investment Advisor Representative working at Green Financial Management, LLC in Birmingham, AL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals