Green Square Capital Louisville, LLC is a related adviser based in Memphis. It manages $48.13 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2014.
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.
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 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.
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.