Also known as greenshields
Greenshields Capital is a portfolio management and retirement planning firm based in El Segundo, California, founded in 2016. It focuses on helping clients prepare for and live through retirement. The firm is led by principal Brent Greenshields, who the firm says has more than 25 years of experience in retirement preparation and portfolio management, working with a small team of investment advisor representatives and custodial support. Its offerings include retirement-focused programs described as Retirement in a Box, 401K Plus and Net Benefits in a Box. The firm reports about $192.5 million in assets under management.
Public regulatory records matched to Greenshields Capital from SEC and IRS filings.
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Greenshields Capital is a wealth manager based in El Segundo, United States, managing approximately $193M in assets.
Greenshields Capital is headquartered in El Segundo, United States.
Greenshields Capital manages approximately $193M in assets under management.
Greenshields Capital was founded in 2016.
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