15 Paul Green

15 Paul Green

15 Paul Green
Green Private Wealth Counsel
HollisWealth
Woodstock, Ont.

AUM GROWTH: $25,000,000
AUM PER CLIENT: $769,231
REVENUE PER CLIENT: $7,692
CLIENTS AT END OCT 2015: 130    
RETENTION RATE: 85.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 36

Paul Green added 36 new clients and grew AUM by $25 million in 2015, which helped him land at number 15 on our list. In addition to adding clients to his book, Green also moved clients to the portfolio manager division at HollisWealth. He also has hired and mentored two new staff members, both of whom are pursuing a career in financial planning.

Company Information

  • Green Private Wealth Counsel
  • 112 Springbank Avenue, Woodstock, Ontario

Contact Information