Brandt
Green
Innealta Capital
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About this Advisor
Brandt Green is a financial advisor based out of Austin, Texas. Green is on the advisory team at Innealta Capital. Their career trajectory has included roles at Innealta Capital, LLC, Us Focus Groups, LLC, American Financial Group, Graf Financial, Louisiana State University, University Of Texas At Austin and Catholic High School. Green maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Texas. Innealta Capital is a company operating out of Austin, TX. It handles $286 million in assets across its 207 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 207 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Innealta Capital performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fees largely depend on which services are offered. Fee types charged by Innealta Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innealta Capital Brokerage Details
$286,210,701
17
207
$1,382,660
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Brandt Green Work History
Brandt has been registered as a financial advisor for 0 years.*
Innealta Capital, LLC
Us Focus Groups, LLC
University Of Texas At Austin
American Financial Group
Graf Financial
Louisiana State University
Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandt Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innealta Capital
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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