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GREENPORTFOLIO INC.
CRD 330597 · SEC 801-130317
AK, United States
Phone
917-719-0206
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 1 advisory reps; 346 broker-dealer reps
Clients
—
Fees
REFERRAL FEE
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Selection of other advisersRESEARCH SERVICE - ACCOUNT CLIMATE SCORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $0 |
| High net worth individuals | 21 | $0 |
States served
AK, CA, CO, DC, IL, IN, LA, ME, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OH, OR, PA, RI, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://twitter.com/GreenPortfolio_
- https://greenportfolio.com/
- https://www.instagram.com/greenportfolio_/
- https://www.linkedin.com/company/greenportfol-io
- https://mygreenportfolio.com/
- https://www.youtube.com/@GreenPortfolio
- https://bsky.app/profile/greenportfolio.bsky.social
- https://substack.com/@greenportfolio
Official SEC filing: View on IAPD