Investment adviser · CRD 109695

GREEN INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

FORT WORTH, TX, United States · Form ADV filed May 9, 2017

Regulatory AUM
$71.7M
Form ADV · Item 5.F
Client accounts
454
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 9, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

309 WEST 7TH STREET, SUITE 101
FORT WORTH, TX, 76102, United States

CRD 109695

Filing source

Form ADV 1114716 · May 9, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.