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GREENBELT INVESTMENT ADVISORS, LLC
100 E Main Street
Suite 101
Round Rock, Texas 78664
Tel: 800-617-3900
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 Status | Approved |
|---|---|
| Firm CRD# | 155704 |
| SEC# | 801-126059 |
| Assets Managed by Firm | $134,578,405 |
| No. of Clients | 408 |
| No. of Advisors | 5 |
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 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 |
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