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Michael Ross Shell

GREEN ALPHA ADVISORS, LLC·NIWOT, Colorado
Clean recordGREEN ALPHA ADVISORS, LLC
136 2ND AVENUE, NIWOT, CO 80544CRD# 6535772Firm CRD# 144413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Ross Shell · NIWOT, CO
Registration
CRD #6535772 · GREEN ALPHA ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Ross Shell is a registered financial advisor based in NIWOT, Colorado, affiliated with GREEN ALPHA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREEN ALPHA ADVISORS, LLC
GREEN ALPHA INVESTMENTS
AUM
$330M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GREEN ALPHA ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6535772
Firm CRD# 144413
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Ross Shell offer?
Michael Ross Shell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NIWOT, Colorado for a consultation.
What are Michael Ross Shell's credentials?
Michael Ross Shell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Ross Shell located?
Michael Ross Shell is based in NIWOT, Colorado, working with GREEN ALPHA ADVISORS, LLC. Their office serves clients in the NIWOT metropolitan area and surrounding communities.
How does Michael Ross Shell charge for services?
Michael Ross Shell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN ALPHA ADVISORS, LLC?
GREEN ALPHA ADVISORS, LLC has approximately 4 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREEN ALPHA ADVISORS, LLC

Betsy M Moszeter
NIWOT, CO
Jeremy Wyatt Deems
NIWOT, CO
Garvin Frederic Jabusch
NIWOT, CO
Robert Muir
NIWOT, CO

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