RIA Intel›Advisers›California›GREEN VALLEY WEALTH ADVISORS LLC

GREEN VALLEY WEALTH ADVISORS LLC

Advisory

SAN FRANCISCO, CA

Data as of Dec 14, 2009 · Source: SEC Form ADV

Total AUM
$2M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingJun 1, 2009
Latest FilingDec 14, 2009
🔒 Full AUM trend chart and 7 historical filings spanning 1 year
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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