AdvisorOS Directory
Claim Profile
AG

Aaron Michael Green

KENNON-GREEN & COMPANY, LLC·NEWPORT BEACH, California
Unclaimed Profile
520 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-7037CRD# 6686256Firm CRD# 284713
01

About

Aaron Michael Green is a registered financial advisor based in NEWPORT BEACH, California, affiliated with KENNON-GREEN & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KENNON-GREEN & COMPANY, LLC
KENNON-GREEN & CO.
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KENNON-GREEN & COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6686256
Firm CRD# 284713
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron Michael Green offer?
Aaron Michael Green specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Aaron Michael Green's credentials?
Aaron Michael Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Michael Green located?
Aaron Michael Green is based in NEWPORT BEACH, California, working with KENNON-GREEN & COMPANY, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Aaron Michael Green charge for services?
Aaron Michael Green's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNON-GREEN & COMPANY, LLC?
KENNON-GREEN & COMPANY, LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWPORT BEACH
Richard Stefan Whiteley — IHP CAPITAL PARTNERSShelli Janeen Black — IHP CAPITAL PARTNERSRobert James Westling — IHP CAPITAL PARTNERSBarry Scott Villines — IHP CAPITAL PARTNERSLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile