GREENSIDE FINANCIAL, LTD
CRD 287605
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; SOLICITOR FEES
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.3M |
| High net worth individuals | 11 | $22.1M |
| Pension/profit sharing plans | 1 | $2.5M |
| Corporations/business entities | 3 | $6.6M |
Official SEC filing: View on IAPD