GREEN INVESTMENT MANAGEMENT, INC.

FORT WORTH, Texas·4 registered advisors·CRD# 109695
SEC# 801-21093817-335-1178
01

Firm Overview

AUM
$72M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GREEN INVESTMENT MANAGEMENT, INC.

4 registered advisors
Byron D Green
FORT WORTH, Texas
CFP
Jackie Daugherty Green
FORT WORTH, Texas
Michael Kirk Wimberley
FORT WORTH, Texas
Stephen Clay Holmes
FORT WORTH, Texas
05

Office Locations

FORT WORTH, Texas
4 advisors

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Data sourced from SEC Form ADV filings. GREEN INVESTMENT MANAGEMENT, INC. (CRD# 109695) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.