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Green Alex (Chicago)


Green Alex is a large advisory firm based in Chicago. It manages $94.8 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Wisconsin.

Green Alex provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Alex: assets under management

The assets under management (AUM) of Green Alex is $94.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $94.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Alex 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.

Based in Chicago

The principal office where Green Alex performs its advisory services is located at 440 S Lasalle Street, Ste 617, Chicago, IL 60605 The mailing address of the firm is 580 Standish Drive, Deerfield, IL 60015. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-362-4737 or by fax 847-940-4455. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday.


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