Greenbelt Investment Advisors, LLC

Greenbelt Investment Advisors, LLC (CRD# 155704) is a financial advisory firm headquartered in Austin, TX. They manage $70,701,662 in 405 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $174,572
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
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, TX

Financial Advisors at Greenbelt Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Amanda M. Christians
CRD#: 3021175
4611 Bee Caves Road, Suite 305, Austin, TX 78746
93
Wealthminder
score

Amanda Christians (CRD# 3021175) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Austin, TX and has over 16 years of experience in the finance industry.

2
Terry D. Ellis
CRD#: 2298242
4611 Bee Caves Road, Suite 305, Austin, TX 78746
93
Wealthminder
score

Terry Ellis (CRD# 2298242) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Austin, TX and has over 24 years of experience in the finance industry.

3
Donald C. Hurwitz
CRD#: 2934017
4611 Bee Caves Road, Suite 305, Austin, TX 78746
93
Wealthminder
score

Donald Hurwitz (CRD# 2934017) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Austin, TX and has over 20 years of experience in the finance industry.

4
Matthew V. Wells
CRD#: 4505814
4611 Bee Caves Road, Suite 305, Austin, TX 78746
93
Wealthminder
score

Matthew Wells (CRD# 4505814) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Austin, TX and has over 15 years of experience in the finance industry.

5
Homer P. Parsegian
CRD#: 3142944
4611 Bee Caves Road, Suite 305, Austin, TX 78746
83
Wealthminder
score

Homer Parsegian (CRD# 3142944) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
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.