Green Financial Management, LLC

Overview

Green Financial Management, LLC is a state registered investment adviser based in Mountain Brk, AL, registered since 2012. It reports $55.5M in assets under management across 351 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$55.5M

Discretionary

100%

Accounts

351

Average account

$158K

Employees

1

Advisory reps

1

Registered since

2012

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• David Wayne Green Managing Member CRD 5619021

Advisory reps 1 of 1

• David W Green Insurance Agent · Investment Adviser Rep CRD 5619021

Location

Headquarters

2850 Cahaba Rd Ste 230
Mountain Brk, AL 35223

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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