About Floyd Green Financial Services, Inc.
Floyd Green Financial Services, Inc. is a financial advisor firm located in New York City. The firm was founded in 2003 by Floyd Green, who has over 20 years of experience in the financial industry. Since its establishment, Floyd Green Financial Services, Inc. has been dedicated to providing top-notch financial advice and services to its clients.
How the Advisor Helps Clients – Key Takeaways:
- Helps clients identify and achieve their financial goals
- Provides personalized financial planning services
- Offers guidance and education on investment options
- Assists in creating and managing investment portfolios
- Advises on retirement planning and income strategies
- Assesses and manages financial risks
Facts and Insights
As of 2020, Floyd Green Financial Services, Inc. has approximately $500 million in assets under management. The firm has a team of 10 experienced financial advisors who are committed to providing exceptional service to their clients. With over 17 years in business, the firm has established itself as a trusted and reputable financial advisor in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2003 | 10 | $500 million |
Financial Services Offered
Floyd Green Financial Services, Inc. offers a comprehensive range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types:
Floyd Green Financial Services, Inc. caters to a diverse group of clients, including:
- Individuals
- Families
- Business owners
Fees & Compensation
Floyd Green Financial Services, Inc. charges a percentage of the assets under management as its fee. The exact percentage is determined by the size and complexity of the client’s portfolio. The firm does not receive any commissions or compensation from third parties, ensuring that its recommendations are unbiased and in the best interest of the clients.
Background
Floyd Green, the founder and CEO of Floyd Green Financial Services, Inc., has an extensive background in the financial industry. He holds a degree in Finance from a reputable university and has been working in the financial industry for over two decades. Throughout his career, Floyd has helped numerous clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a registered financial advisor, Floyd Green is required to disclose certain information to potential clients, including:
- Firm’s services and fees
- Firm’s qualifications and experience
- Conflicts of interest
- Legal or disciplinary events
These disclosures are available to the public on the firm’s website or on the Securities and Exchange Commission’s (SEC) website.