RIA Intel›Advisers›Massachusetts›THE GREEN AGENCY,DBA

THE GREEN AGENCY,DBA

Advisory

BRAINTREE, MA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in MA

#1,256

of 1,590 advisers by AUM

Average account

$261K

across 125 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$30M

Non-Discretionary AUM$3M

Discretionary %90.6%

Total Clients125

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

125 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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