Green Trails Wealth LLC
Green Trails Wealth LLC (CRD# 329988) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Green Trails Wealth LLC
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Green Trails Wealth LLC
1
Jonathan Tang (CRD# 5376723) is an Investment Advisor Representative working at Green Trails Wealth LLC in Wayne, PA and has over 15 years of experience in the finance industry.
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