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GREENPORTFOLIO INC.

· CRD 330597 · IAPD ↗ · 917-719-0206

$0Regulatory AUM
1Advisory reps
6Employees
346Clients
n/aPlanning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — GREENPORTFOLIO INC. notice-filed in CT, FL, ME, MI, MN, NM, RI, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — GREENPORTFOLIO INC. notice-filed in DC, IN, MD, NC, NH, OH, OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — GREENPORTFOLIO INC. notice-filed in CO, IL, MA, NJ, PA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2024 — GREENPORTFOLIO INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
40
September 2024 — GREENPORTFOLIO INC. notice-filed in AK, LA, NE, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
June 2024 — GREENPORTFOLIO INC. (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.