Greenline Partners

Greenline Partners (CRD# 164192) is a financial advisory firm headquartered in New York, NY. They manage $333,829,712 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $13,909,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

NY, WA

Financial Advisors at Greenline Partners
Showing 1 - 3 of 3 top financial advisors.
1
Maneesh Shanbhag
CRD#: 6082879
521 Fifth Avenue, Suite 1706, New York, NY 10175
90
Wealthminder
score

Maneesh Shanbhag (CRD# 6082879) is an Investment Advisor Representative working at Greenline Partners in New York, NY and has 1 year of experience in the finance industry.

2
Peter D. Joers
CRD#: 2169200
521 Fifth Avenue, Suite 1706, New York, NY 10175
83
Wealthminder
score

Peter Joers (CRD# 2169200) is an Investment Advisor Representative working at Greenline Partners in New York, NY and has over 25 years of experience in the finance industry.

3
John A. Snyder
CRD#: 835281
521 Fifth Avenue, Suite 1706, New York, NY 10175
83
Wealthminder
score

John Snyder (CRD# 835281) is an Investment Advisor Representative working at Greenline Partners in New York, NY and has over 23 years of experience in the finance industry.

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