Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > new york > GREENLINE PARTNERS
GREENLINE PARTNERS
521 Fifth Avenue
Suite 1706
New York, New York 10175
Tel: 646-470-8714
About GREENLINE PARTNERS
GREENLINE PARTNERS, formally registered with the SEC as GREENLINE PARTNERS. The firm was established in 04/03/2014. They have over 1 offices throughout the country.
GREENLINE PARTNERS is a New York, New York based Financial Planning firm with nearly $1,605,267,000 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164192 |
| SEC# | 801-79462 |
| Assets Managed by Firm | $1,605,267,000 |
| No. of Clients | 50 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ASSET ALLOCATION ADVISORY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $1,605,267,000 |
| High net worth individuals | 47 | $482,267,000 |
| Charitable organizations | Fewer than 5 clients | $531,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $592,000,000 |
More Retirement Planning firms in New York, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in New York, New York