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GREENSLEDGE ASSET MANAGEMENT LLC
90 Statehouse Square
10th Floor
Hartford, Connecticut 06103
Tel: 860-256-4952
About GREENSLEDGE ASSET MANAGEMENT LLC
GREENSLEDGE ASSET MANAGEMENT LLC, formally registered with the SEC as GREENSLEDGE ASSET MANAGEMENT LLC. The firm was established in 05/19/2022. They have over 1 offices throughout the country.
GREENSLEDGE ASSET MANAGEMENT LLC is a Hartford, Connecticut based Financial Planning firm with nearly $590,100,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307732 |
| SEC# | 801-125701 |
| Assets Managed by Firm | $590,100,000 |
| No. of Clients | 4 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING FOR INSTITUTIONAL ACCOUNTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $590,100,000 |
| Other investment advisers | Fewer than 5 clients | $9,900,000 |
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