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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINCH, RICHARD, ALOYSIUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FINCH, RICHARD, ALOYSIUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FINCH, RICHARD, ALOYSIUS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORN, DARRELL, LANE | I | FOUNDER AND SENIOR MANAGING DIRECTOR | D | Control |
| HORN, DARRELL, LANE | I | FOUNDER AND SENIOR MANAGING DIRECTOR | D | Control |
| HORN, DARRELL, LANE | I | FOUNDER AND SENIOR MANAGING DIRECTOR | D | Control |
| WHITEHEAD, WOODSON, CARY | I | SENIOR MANAGING DIRECTOR | B | Control |
Registrations
Federal
IA
Feb 15, 2019 REGISTERED
Notice Filings (8)
FL KY LA MA MS NC TN TX
Address
949 S SHADY GROVE ROADSUITE 401
MEMPHIS, TN 38120
United States
Phone: 901-250-6700