Paul Green of Green Private Wealth Counsel is part of this year's WP Top 50 Advisors.
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.
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.
