GREEN SQUARE WEALTH MANAGEMENT, LLC
CRD #297048 SEC #801-113334 MEMPHIS, TN 901-250-6700
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$1.9B
Employees
15
Clients
0
Accounts
1,504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $2.2B | $1.9B | $357.5M | 15 | 159 |
| Aug 2018 | $0 | $0 | $0 | 11 | 0 |
| May 2018 | $0 | $0 | $0 | 11 | 0 |
DateFeb 2019
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$357.5M
Employees15
Clients159
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0