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Home > Retirement Planners > california > burlingame > GREE CAPITAL PARTNERS, LLC
GREE CAPITAL PARTNERS, LLC
1350 Bayshore Highway
Suite 920
Burlingame, California 94010
Tel: 415-302-1431
About GREE CAPITAL PARTNERS, LLC
GREE CAPITAL PARTNERS, LLC, formally registered with the SEC as GREE CAPITAL PARTNERS, LLC. The firm was established in 02/27/2023. They have over 1 offices throughout the country.
GREE CAPITAL PARTNERS, LLC is a Burlingame, California based Financial Planning firm with nearly $172,139,553 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301593 |
| SEC# | 801-127394 |
| Assets Managed by Firm | $172,139,553 |
| No. of Clients | 10 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $172,139,553 |
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