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Greenbelt Investment Advisors, LLC

Headquartered in ROUND ROCK, TX

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Firm Information

Greenbelt Investment Advisors, LLC is an investment advisor based in Round Rock, TX. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Greenbelt Investment Advisors, LLC manages approximately $134,578,405 in regulatory assets under management. They have a team of 3 licensed agents and 5 investment advisor representatives.

Greenbelt Investment Advisors, LLC

100 E MAIN STREET

ROUND ROCK, TX 78664

$134.58M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GREENBELT INVESTMENT ADVISORS, LLC has a total of 1 branch locations across the country.
location

ROUND ROCK, TX

Advisors at Greenbelt Investment Advisors, LLC

View All 3 Advisors
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Donald Clifford Hurwitz

RA

ROUND ROCK, TX

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Amanda Michele Christians

RA

ROUND ROCK, TX

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Matthew Van cook Wells

RA

ROUND ROCK, TX

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Homer Phillips Parsegian

RA

ROUND ROCK, TX

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Terry Dean Ellis

RA

ROUND ROCK, TX

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Disclosures

There are no public disclosures for Greenbelt Investment Advisors, LLC.

Frequently Asked Questions (7)

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