GREEN VALLEY WEALTH ADVISORS LLC
CRD #149890 SEC #801-70285 SAN FRANCISCO, CA 415-568-2150
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
5
Clients
0
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LINSER, ERIC, JONATHAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINSER, ERIC, JONATHAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINSER, ERIC, JONATHAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINSER, ERIC, JONATHAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINSER, ERIC, JONATHAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 14, 2009 REGISTERED
Notice Filings (1)
CA
Address
555 CALIFORNIA STREETSUITE 313
SAN FRANCISCO, CA 94104
United States
Phone: 415-568-2150