Green Financial Management, LLC

Green Financial Management, LLC (CRD# 166135) is a financial advisory firm headquartered in Birmingham, AL. They manage $33,337,875 in 324 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $102,895
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, NY, PA, TX, VA

Financial Advisors at Green Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David W. Green
CRD#: 5619021
2850 Cahaba Road, Suite 230, Birmingham, AL 35223
93
Wealthminder
score

David Green (CRD# 5619021) is an Investment Advisor Representative working at Green Financial Management, LLC in Birmingham, AL and has over 7 years of experience in the finance industry.

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