Greenline Partners
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Overview
Greenline Partners is a financial advisory company located in New York, New York. Greenline Partners oversees $1.5 billion in assets under management throughout 49 client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 3 financial advisors. Greenline Partners is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as stocks, bonds and options.
Greenline Partners administers the majority of its accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without needing the customer's permission. The company also has two non-discretionary accounts with a total of $837.0 million in assets. The advisory firm's average account size is $30.4 million. The average advisor at Greenline Partners oversees around 16 client accounts, making it one of the more personalized advisor firms in the country.
Greenline Partners's main office is located at 521 Fifth Avenue, New York, New York 10175. The firm is legally allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenline Partners by the Numbers
$1.5 billion
5
49
$30.4 million
Products and Services
Greenline Partners provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. In the past financial year, it provided 1-10 of its clients with financial planning services. Greenline Partners is not engaged in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on the services offered. However, fee types charged by the firm can consist of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with high net worth investors. Out of its 49 accounts, Greenline Partners's largest client by number of accounts is high net worth investors, but it also serves 47 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- 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
Greenline Partners does not have any disclosures.
Please visit its Form ADV for more details.
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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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