Greenshields Capital LLC
Greenshields Capital LLC (CRD# 284814) is a financial advisory firm headquartered in El Segundo, CA. They manage $158,240,079 in 351 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management158MILLION
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Total Number of Accounts351ACCOUNTS
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Average Account Value$450,826
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, TX
Financial Advisors at Greenshields Capital LLC
1
Edward Berry (CRD# 2309361) is an Investment Advisor Representative working at Greenshields Capital LLC in El Segundo, CA and has over 17 years of experience in the finance industry.
2
Brent Greenshields (CRD# 2192651) is an Investment Advisor Representative working at Greenshields Capital LLC in El Segundo, CA and has over 32 years of experience in the finance industry.
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