100 E Main Street
Suite 101
Round Rock, Texas 78664
Tel: 800-617-3900
GREENBELT INVESTMENT ADVISORS, LLC, formally registered with the SEC as GREENBELT INVESTMENT ADVISORS, LLC. The firm was established in 07/14/2022. They have over 1 offices throughout the country.
GREENBELT INVESTMENT ADVISORS, LLC is a Round Rock, Texas based Financial Planning firm with nearly $134,578,405 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155704 |
SEC# | 801-126059 |
Assets Managed by Firm | $134,578,405 |
No. of Clients | 408 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 408 | $134,578,405 |
Individuals (other than high net worth individuals) | 236 | $34,832,485 |
High net worth individuals | 166 | $91,084,881 |
Pension and profit sharing plans | Fewer than 5 clients | $7,799,356 |
Charitable organizations | Fewer than 5 clients | $861,683 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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