Green Investment Management, INC.

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Assets Under Management

$60.7M

Number of Clients

143

Number of Advisors

Average Client AUM

$424K

AUM per Advisor

$60.7M

Compensation

Fee-Only (AUM)

About This Firm

Green Investment Management offers continuous investment advice based on individual needs, providing a wide choice of asset allocation and investment strategies (Models). Clients can select or customize models. GIM manages assets within custodial accounts at Charles Schwab, AXOS, or another qualified custodian.

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

500 West 7th Street, Suite 827, Fort Worth, TX, 76102

1 Advisors at this firm

CFP