Greene & Company Financial Services LLC

Greene & Company Financial Services LLC (CRD# 126875) is a financial advisory firm headquartered in , . They manage $5,730,538 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.lcurve.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $76,407
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NH

Financial Advisors at Greene & Company Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Greene, financial advisor Moultonborough NH
Douglas H. Greene
CRD#: 4533447
Moultonborough, NH

Douglas Greene (CRD# 4533447) is an Investment Advisor Representative working at Greene & Company Financial Services LLC in Moultonborough, NH and has over 20 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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