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GREEN INVESTMENT MANAGEMENT, INC.
CRD 109695 · SEC 801-21093
500 WEST 7TH STREET, SUITE 827, FORT WORTH, TX, 76102, United States
Phone
817-335-1178
Fax
817-335-1178
Registration
— (—)
Source
State registered
Total AUM
$70.9M
Discretionary AUM
$70.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsIMPERSONAL ADVISORY SERVICES THROUGH NON-EXCLUSIVE LICENSES GRANTED TO INDEPENDENT COMPANIES TO OFFER OUR INVESTMENT STRATEGIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $20.4M |
| High net worth individuals | 21 | $47.2M |
| Pension/profit sharing plans | 3 | $949K |
| Charitable organizations | 1 | $1.9M |
| Other investment advisers | 1 | $195K |
| Corporations/business entities | 3 | $268K |
All web addresses on file
Official SEC filing: View on IAPD