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Greene, Frank Perry (Corte Madera)


Greene, Frank Perry is an adviser based in Corte Madera. It manages $96.2 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.

Greene, Frank Perry provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greene, Frank Perry: assets under management

The assets under management (AUM) of Greene, Frank Perry is $96.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $96.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greene, Frank Perry for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corte Madera

The principal office where Greene, Frank Perry performs its advisory services is located at 300 Tamal Plaza, Suite 280, Corte Madera, CA 94939 The mailing address of the firm is P.O. Box 1370, Belvedere, CA 94920. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-945-0660 or by fax 415-945-0606. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday.


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