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Mehul Vijay Mehta

GREENBACKER CAPITAL MANAGEMENT LLC·PORTLAND, Maine
Unclaimed Profile
30 DANFORTH STREET, PORTLAND, ME 04101CRD# 5217004Firm CRD# 277101
01

About

Mehul Vijay Mehta is a registered financial advisor based in PORTLAND, Maine, affiliated with GREENBACKER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GREENBACKER CAPITAL MANAGEMENT LLC
GREENBACKER CAPITAL MANAGEMENT LLC
AUM
$3.8B
Regulatory assets under management
Employees
200
Total firm employees
View all advisors at GREENBACKER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5217004
Firm CRD# 277101
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mehul Vijay Mehta offer?
Mehul Vijay Mehta specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Mehul Vijay Mehta's credentials?
Mehul Vijay Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mehul Vijay Mehta located?
Mehul Vijay Mehta is based in PORTLAND, Maine, working with GREENBACKER CAPITAL MANAGEMENT LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Mehul Vijay Mehta charge for services?
Mehul Vijay Mehta'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 GREENBACKER CAPITAL MANAGEMENT LLC?
GREENBACKER CAPITAL MANAGEMENT LLC has approximately 200 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PORTLAND
Derek Cichon Jaskulski — PORTLAND GLOBAL ADVISORS LLCJohn Benjamin Wootten — BIGELOW INVESTMENT ADVISORS, LLCDaniel Michael Lay — H. M. PAYSON & CO.Erica Morgan Bly — OLD PORT ADVISORS, INCWarren Gundars Valdmanis — FOW PARTNERS, LP
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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