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GREEN STREET WEALTH ADVISORY, LLC
GREEN STREET WEALTH ADVISORY, LLC is a state-registered investment adviser in NORTH KINGSTON, RI. The firm manages $11 million in regulatory assets, $8...
Overview
GREEN STREET WEALTH ADVISORY, LLC is a state-registered investment adviser in NORTH KINGSTON, RI. The firm manages $11 million in regulatory assets, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
North Kingston
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Does Green Street Wealth Advisory disclose its AUM or client count publicly?
No, the firm does not publicly report its AUM or client count. Its SEC Form ADV filings do not include a current AUM figure. This is common for smaller RIAs that are not required to disclose assets under management.
What investment types does Green Street Wealth Advisory use?
The firm diversifies across equities, fixed income, and alternative investments such as private placements and real estate. Its approach is balanced and tax-aware, with a long-term capital preservation mandate.
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