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GREENSHIELDS CAPITAL LLC

UUIDb3046239-a871-5a9a-a965-1bcee955009e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 284814 284814 1.0
sec_file_number 801-121739 801-121739

Profile

Websitehttps://i401kplan.com
HQ CityEL SEGUNDO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)177,482,041.0
  • RAUM (discretionary)177,482,041.0
  • Actionable assets136,268,750.0
  • Accounts350.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM134,560,709.0

As of 2025-03-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.