Green Street Investors, LLC

Green Street Investors, LLC (CRD# 135143) is a financial advisory firm headquartered in Newport Beach, CA. They manage $187,000,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $93,500,000
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, IL

Financial Advisors at Green Street Investors, LLC
Showing 1 - 6 of 6 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 11 years of experience in the finance industry.

2
Craig A. Leupold
CRD#: 2487095
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
93
Wealthminder
score

Craig Leupold (CRD# 2487095) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
Julia S. Pence
CRD#: 5903146
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
93
Wealthminder
score

Julia Pence (CRD# 5903146) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.

5
James P. Sullivan
CRD#: 2570940
660 Newport Center Drive, Suite 800, Newport Beach, CA 92660
93
Wealthminder
score

James Sullivan (CRD# 2570940) is an Investment Advisor Representative working at Green Street Investors, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry.

6
Nicholas D. Tannura
CRD#: 2103134
444 W Lake Street, Suite 1700, Chicago, IL 60606
93
Wealthminder
score

Nicholas Tannura (CRD# 2103134) is an Investment Advisor Representative working at Green Street Investors, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

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