Green Trail Investments, LLC

Green Trail Investments, LLC (CRD# 282395) is a financial advisory firm headquartered in , . They manage $16,420,000 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.greentrailinvestments.com/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $278,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Green Trail Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wayne Kurtz, financial advisor Wexford PA
Wayne P. Kurtz
CRD#: 2521085
Wexford, PA

Wayne Kurtz (CRD# 2521085) is an Investment Advisor Representative working at Green Trail Investments, LLC in Wexford, PA and has over 29 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.

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