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GREENSPRING ADVISORS, LLC
CRD 132669 · SEC 801-67570
ONE WEST PENNSYLVANIA AVENUE, SUITE 500, TOWSON, MD, 21204, United States
Phone
443-564-4600
Fax
866-591-9306
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.46B
Discretionary AUM
$6.45B
Team
68 total employees; 39 advisory reps; 68 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT CONSULTING AND EDUCATIONAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 579 | $253.2M |
| High net worth individuals | 1118 | $4.08B |
| Pension/profit sharing plans | 123 | $2.03B |
| Charitable organizations | 13 | $61.6M |
| Corporations/business entities | 4 | $33.2M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, ME, MD, MA, MI, MN, NJ, NY, NC, OR, PA, SC, TN, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.greenspringadvice.com
- HTTPS://WWW.FACEBOOK.COM/GREENSPRINGADVISORS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/217848/
- HTTPS://WWW.GREENSPRINGADVISORS.COM
- HTTPS://WWW.INSTAGRAM.COM/GREENSPRINGADVISORS/
- https://www.linkedin.com/showcase/k-larity-work/
- https://www.facebook.com/profile.php?id=61559926195745
- https://www.instagram.com/klarityatwork/
- https://x.com/klarityatwork
- https://www.youtube.com/@greenspringadvisors
- https://www.instagram.com/return_on_reason/
Official SEC filing: View on IAPD