Green Street Investors, LLC

Green Street Investors, LLC (CRD# 135143) is a financial advisory firm headquartered in Newport Beach, CA. They manage $110,042,250 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $110,042,250
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Green Street Investors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robyn A. Francis
CRD#: 4844221
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
93
Wealthminder
score

Robyn Francis (CRD# 4844221) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.

2
Juella M. Owenswaller
CRD#: 2865674
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
93
Wealthminder
score

Juella Owenswaller (CRD# 2865674) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

3
Julia S. Pence
CRD#: 5903146
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
90
Wealthminder
score

Julia Pence (CRD# 5903146) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

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