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 16 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 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.