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GREENBELT INVESTMENT ADVISORS, LLC
CRD 155704 · SEC 801-126059
100 E MAIN STREET, SUITE 101, ROUND ROCK, TX, 78664, United States
Phone
800-617-3900
Fax
512-687-3099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.0M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $45.9M |
| High net worth individuals | 39 | $108.1M |
| Pension/profit sharing plans | 8 | $11.8M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD