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THE GREEN GROUP FINANCE, LLC
CRD 333510
368 W. PIKE ST., SUITE 205, LAWRENCEVILLE, GA, 30046, United States
Phone
678-737-1513
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$727K
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $206K |
| High net worth individuals | 1 | $521K |
Official SEC filing: View on IAPD