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Phillip Freeman Green

GREEN WEALTH MANAGEMENT, LLC·SALEM, Oregon
Unclaimed Profile
350 MILLER STREET SE, SALEM, OR 97302CRD# 4675624Firm CRD# 139587
01

About

Phillip Freeman Green is a registered financial advisor based in SALEM, Oregon, affiliated with GREEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JAMISON HANSON ADVISORS LLC
JH ADVISORS
AUM
$168M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JAMISON HANSON ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4675624
Firm CRD# 139587
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Freeman Green offer?
Phillip Freeman Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Oregon for a consultation.
What are Phillip Freeman Green's credentials?
Phillip Freeman Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Freeman Green located?
Phillip Freeman Green is based in SALEM, Oregon, working with GREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Phillip Freeman Green charge for services?
Phillip Freeman Green's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN WEALTH MANAGEMENT, LLC?
GREEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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