Green Square Capital LLC
Legal Name: GREEN SQUARE CAPITAL ADVISORS, LLC
Full Contact Details
Green Square Capital LLC
6075 POPLAR AVENUE, SUITE 221, MEMPHIS, TN
901-498-6300
901-498-6301
Other Info
Green Square Capital Advisors, LLC is a Delaware Limited Liability Company that has 11 employees, with 5 employees holding advisory positions. Currently serving an undisclosed number of clients, the firm's SEC status is "Approved", with a registration date of August 24, 2001.
Financial Peace of Mind | Green Square Capital Advisors - Memphis, TN
Who We Are Company History The Team Alexa Alcala Tim Ballard Michael L. Bates Dorinda Fears Andrew Filauro Lloyd Grissinger Jonathan Martin William Martin Molly Morrow John Roach Matthew Saenger Steven Sansom Clayton Williams What We Do Services Our Process Offerings Contact Us EnjoyWealth Education…
Direct Owners
-
DANA COLE MAURY
CHIEF COMPLIANCE OFFICER owns less than 5%
-
STEVEN WAYNE SANSOM
CHIEF EXECUTIVE OFFICER, SENIOR MANAGING DIRECTOR owns 75% or more
Firms Located Nearby
News
- Steel Grove Capital Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Green Square Capital Advisors LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Green Square Capital Advisors LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Green Square Capital Advisors LLC's Q4 2022 and Q1 2023 13F Holdings: Increase in QQQ and Alphabet, Decrease in MUB
Top Holdings
- VANGUARD INDEX FDS S&P 500 ETF SHS $11,441k
- Apple Inc $7,713k
- JPMORGAN CHASE & CO $6,650k
- PIMCO ETF TR $6,462k
- ALPS ALERIAN MLP ETF $5,484k
- LANDMARK INFRASTRUCTURE LP $4,684k
- COCA-COLA CO $4,029k
- VANGUARD STAR FD VG TL INTL STK F $3,659k
- ENTERPRISE PRODS $3,540k
- MAGELLAN MIDSTREAM $3,340k