Green Square Capital Louisville, LLC (Memphis)

Green Square Capital Louisville provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Square Capital Louisville: assets under management

The assets under management (AUM) of Green Square Capital Louisville, LLC is $48.13 million. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.62 million in discretionary accounts and $19.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $584.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.63 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Square Capital Louisville, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Memphis

The principal office where Green Square Capital Louisville, LLC performs its advisory services is located at 6075 Poplar Avenue, Memphis, TN 38119 The mailing address of the firm is 4360 Brownsboro Rd, Louisville, KY 40207. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-259-6300 or by fax 901-259-6330. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at greensquarecap.com.

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