Green Cities Investment Management, LLC
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Learn more about Green Cities Investment Management, LLC
Overview
Green Cities Investment Management, LLC operates as a financial advisory firm that has its headquarters in Portland, Oregon. The company manages $1.9 billion in assets throughout five accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). Green Cities Investment Management, LLC has a small team, including 19 financial advisors. Green Cities Investment Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and stocks.
Green Cities Investment Management, LLC manages most of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments for the client's account without needing to seek the client's approval. Green Cities Investment Management, LLC also manages one non-discretionary accounts with a total of $51.0 million in AUM. The investment advisory firm supervises an average of $370.8 million for each client account. The typical financial advisor at Green Cities Investment Management, LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is at 1477 Nw Everett St, Portland, Oregon 97209.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Green Cities Investment Management, LLC by the Numbers
$1.9 billion
29
5
$370.8 million
Fee Structure
A financial advisor's fees typically depend on which service is provided. However, fee types charged by Green Cities Investment Management, LLC may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Green Cities Investment Management, LLC provides services to pooled investment vehicles and other. Out of its five clients, Green Cities Investment Management, LLC's biggest client type is pooled investment vehicles. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Green Cities Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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