Greenbelt Investment Advisors, LLC

Greenbelt Investment Advisors, LLC (CRD# 155704) is a financial advisory firm headquartered in Round Rock, TX. They manage $134,578,405 in 408 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 E Main Street, Suite 101, Round Rock, TX 78664
https://www.greenbeltadv.com/
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $329,849
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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Greenbelt Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Amanda Christians, financial advisor Round Rock TX
Amanda M. Christians
CRD#: 3021175
100 E Main Street, Suite 101, Round Rock, TX 78664

Amanda Christians (CRD# 3021175) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 22 years of experience in the finance industry.

2
Terry Ellis, financial advisor Round Rock TX
Terry D. Ellis
CRD#: 2298242
100 E Main Street, Suite 101, Round Rock, TX 78664

Terry Ellis (CRD# 2298242) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 31 years of experience in the finance industry.

3
Donald Hurwitz, financial advisor Round Rock TX
Donald C. Hurwitz
CRD#: 2934017
100 E Main Street, Suite 101, Round Rock, TX 78664

Donald Hurwitz (CRD# 2934017) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.

4
Homer Parsegian, financial advisor Round Rock TX
Homer P. Parsegian
CRD#: 3142944
100 E Main Street, Suite 101, Round Rock, TX 78664

Homer Parsegian (CRD# 3142944) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 25 years of experience in the finance industry.

5
Matthew Wells, financial advisor Round Rock TX
Matthew V. Wells
CRD#: 4505814
100 E Main Street, Suite 101, Round Rock, TX 78664

Matthew Wells (CRD# 4505814) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 21 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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