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GREENBELT INVESTMENT ADVISORS, LLC

100 E Main Street
Suite 101
Round Rock, Texas 78664
Tel: 800-617-3900

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About GREENBELT INVESTMENT ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#155704
SEC#801-126059
Assets Managed by Firm$134,578,405
No. of Clients408
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total408$134,578,405
Individuals (other than high net worth individuals)236$34,832,485
High net worth individuals166$91,084,881
Pension and profit sharing plansFewer than 5 clients$7,799,356
Charitable organizationsFewer than 5 clients$861,683

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