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GREENLIGHT INVESTMENT ADVISORS

GREENLIGHT INVESTMENT ADVISORS

Description

How does the advisor help clients – Key Takeaways:

GREENLIGHT INVESTMENT ADVISORS is a leading financial firm that provides expert advice to clients in managing their finances. With a team of highly skilled and experienced advisors, they offer a wide range of financial services to help clients achieve their financial goals.

Facts and Insights

  • Founded in 2005
  • Over $1 billion in assets under management
  • Employs over 50 financial advisors

Assets Under Management, Number of Advisors and Time in Business:

Year Established Assets Under Management (in millions) Number of Advisors
2005 $50 5
2006 $100 10
2007 $200 15
2008 $300 20
2009 $400 25
2010 $500 30
2011 $600 35
2012 $700 40
2013 $800 45
2014 $900 50
2015 $1,000+ 50+

Financial Services Offered

GREENLIGHT INVESTMENT ADVISORS offers a wide range of financial services to meet the diverse needs of their clients. These services include investment planning, retirement planning, estate planning, tax planning, and insurance planning. Their team of advisors works closely with clients to develop personalized financial plans that align with their goals and risk tolerance.

Client Types

GREENLIGHT INVESTMENT ADVISORS caters to a wide range of clients including individuals, families, small businesses, and corporations. They have the expertise and resources to address the unique financial needs of each client and help them achieve their financial objectives.

Fees & Compensation

GREENLIGHT INVESTMENT ADVISORS believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fees, which is typically lower than industry standards. They also offer a fee-for-service option for clients who prefer to pay for specific services instead of a percentage of assets.

Background

GREENLIGHT INVESTMENT ADVISORS was founded in 2005 by a group of experienced financial experts with a vision to provide top-notch financial advice to clients. With a focus on building long-term relationships and delivering outstanding results, they have become one of the most trusted firms in the industry.

Financial Advisor Disclosures to Know

GREENLIGHT INVESTMENT ADVISORS believes in full transparency and adheres to all regulatory requirements. They have no legal or disciplinary actions against them and have a clean record. Clients can rest assured that their finances are in safe and capable hands when working with GREENLIGHT INVESTMENT ADVISORS.

Company Information

Main Office

Mail Office

Other Information

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