Greenportfolio Inc.
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ADV data as of Aug 14, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 346
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 325 | $0 | — |
| High net worth individuals | 21 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bonnie Gurry | Chief Executive Officer | Dec 2021 (5y) | 50% – 75% | |
| Landau, Elizabeth | Chief Compliance Officer | Dec 2021 (5y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 894 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEE
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 14, 2026.
View current Form ADV (SEC/IAPD) ↗