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William Jay Green

CAI MANAGER LP·MILL VALLEY, California
Unclaimed Profile
39 FORREST STREET, MILL VALLEY, CA 94941CRD# 5936539Firm CRD# 310205
01

About

William Jay Green is a registered financial advisor based in MILL VALLEY, California, affiliated with CAI MANAGER LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAI MANAGER LP
CAI MANAGER LP
AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CAI MANAGER LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5936539
Firm CRD# 310205
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Jay Green offer?
William Jay Green specializes in Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.
What are William Jay Green's credentials?
William Jay Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jay Green located?
William Jay Green is based in MILL VALLEY, California, working with CAI MANAGER LP. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does William Jay Green charge for services?
William Jay Green's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAI MANAGER LP?
CAI MANAGER LP has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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