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Home > Retirement Planners > california > el segundo > GREENSHIELDS CAPITAL LLC
GREENSHIELDS CAPITAL LLC
840 Apollo St.
Suite 314
El Segundo, California 90245
Tel: 310-775-2136
About GREENSHIELDS CAPITAL LLC
GREENSHIELDS CAPITAL LLC, formally registered with the SEC as GREENSHIELDS CAPITAL LLC. The firm was established in 08/18/2021. They have over 1 offices throughout the country.
GREENSHIELDS CAPITAL LLC is a El Segundo, California based Financial Planning firm with nearly $158,240,079 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284814 |
| SEC# | 801-121739 |
| Assets Managed by Firm | $158,240,079 |
| No. of Clients | 351 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 351 | $158,240,079 |
| Individuals (other than high net worth individuals) | 78 | $45,330,126 |
| High net worth individuals | 64 | $111,405,152 |
| Other investment advisers | 5 | $1,504,801 |
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