Green Road Management LLC

Green Road Management LLC (CRD# 305774) is a financial advisory firm headquartered in Carrollton, TX. They manage $1,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1022 Hunters Creek Dr, Carrollton, TX 75007
https://www.greenroadmanagement.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Green Road Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Goldstein, financial advisor Carrollton TX
Daniel L. Goldstein
CRD#: 7176625
1022 Hunters Creek Dr, Carrollton, TX 75007

Daniel Goldstein (CRD# 7176625) is an Investment Advisor Representative working at Green Road Management LLC in Carrollton, TX and has over 4 years of experience in the finance industry.

2
Jeff Tippey, financial advisor Arlington TX
Jeff S. Tippey
CRD#: 7176632
Arlington, TX

Jeff Tippey (CRD# 7176632) is an Investment Advisor Representative working at Green Road Management LLC in Arlington, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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