G
Greenerbucks
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$184,775
Clients
1
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$184,775
About
Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities. The firm prepares individualized investment policy statements and tailors portfolios using a range of investment types including mutual funds, ETFs (including precious-metal ETFs), fixed income, real estate funds, private placements, and venture capital.
The firm applies multiple methods of analysis — charting, cyclical, fundamental, quantitative, and modern portfolio theory — and may implement long‑term trading as well as margin and options strategies; however, Greenerbucks does not take discretionary trading authority and obtains client approval before placing trades. It also makes performance‑based fee arrangements available to qualified clients under applicable state rules, with procedures intended to address the conflicts that can arise from such fees.
Notable for a small, single‑advisor practice, the firm reports its assets as non‑discretionary (no discretionary AUM reported, non‑discretionary AUM shown in the brochure) while retaining the capability to charge performance‑based fees — a combination that is uncommon among similar firms. The brochure also discloses that supervised persons are licensed to sell insurance products, that the firm may receive soft‑dollar research benefits, and that clients are required to use specified custodians, all of which are presented as potential conflicts or operational constraints.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Private / alternative investments
Annuities
Occupation focus
Executive
Fee options
$0 - $100,000: 0.80% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $20,000,000: 0.55% $20,000,001+: 0.50%
10.00% of capital appreciation plus 0.50% of assets under management annually for qualified clients
Main office location
Greenerbucks
1401 21 St St Ste R
Sacramento CA 95811, United States
Number of offices
2
Most active in
Greenerbucks has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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