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Orin Green Financial, LLC

● SEC registered since 2016CRD 285670SEC# 801-108776San Diego, CA
Export (members)
Reg. AUM
$463.8M
Employees
7
Accounts
837
Location
San Diego, CA

Orin Green Financial, LLC assets under management

Orin Green Financial, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2016. It reports $463.8 million in regulatory assets under management and employs 7 people.
www.willowcreekfinancial.comView on SEC.gov ↗

Orin Green Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Corrine Nicole Fields ControlChief Compliance OfficerUnder 5%2016
Orin and Liora Green Trust ControlManaging MemberOver 75%2018
Liora Green ControlTrustee50-75%2018
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Frequently asked questions

How much does Orin Green Financial, LLC manage?

Orin Green Financial, LLC reports $463.8 million in regulatory assets under management on its Form ADV.

How many employees does Orin Green Financial, LLC have?

Orin Green Financial, LLC reports 7 employees.

Where is Orin Green Financial, LLC located?

Orin Green Financial, LLC is based in San Diego, CA and has been SEC-registered since 2016.

Does Orin Green Financial, LLC disclose fund performance?

Orin Green Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9820 Willow Creek Road, Suite 210, San Diego, CA 92131
Phone(858) 634-3232
Office hours8-5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1844227
Discloses disciplinary historyNo

Assets under management

Discretionary$460.6M
Non-discretionary$3.2M
Total (RAUM)$463.8M