GREENPORT FINANCIAL ADVISERS INC
Legal name: GREENPORT FINANCIAL ADVISERS INC.
CRD #105328 SEC #801-35397 NORTH CANTON, OH (330) 433-1800
SEC Registered
Total AUM
$77.3M
Discretionary
$74.6M
Employees
1
Clients
--
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $77.3M | $74.6M | $2.7M | 1 | 135 |
| Jun 2012 | $77.3M | $74.6M | $2.7M | 1 | 135 |
| Mar 2012 | $77.3M | $74.6M | $2.7M | 1 | 135 |
| Jun 2011 | $83.1M | $83M | $96.7K | 5 | -- |
| Apr 2011 | $83.1M | $83M | $96.7K | 5 | -- |
| Mar 2011 | $83.1M | $83M | $96.7K | 5 | -- |
| Mar 2010 | $75.7M | $75.7M | $0 | 5 | -- |
| Mar 2008 | $84.8M | $84.8M | $0 | 5 | -- |
| Mar 2008 | $84.8M | $84.8M | $0 | 5 | -- |
| Mar 2008 | $62.8M | $62.8M | $0 | 5 | -- |
| Mar 2007 | $62.8M | $62.8M | $0 | 5 | -- |
| Jan 2006 | $51.7M | $51.7M | $0 | 5 | -- |
| Jan 2005 | $42.3M | $42.3M | $0 | 5 | -- |
| Mar 2002 | $27.8M | $0 | $27.8M | 5 | -- |
DateJun 2012
Total AUM$77.3M
Discretionary$74.6M
Non-Disc.$2.7M
Employees1
Clients135
DateJun 2012
Total AUM$77.3M
Discretionary$74.6M
Non-Disc.$2.7M
Employees1
Clients135
DateMar 2012
Total AUM$77.3M
Discretionary$74.6M
Non-Disc.$2.7M
Employees1
Clients135
DateJun 2011
Total AUM$83.1M
Discretionary$83M
Non-Disc.$96.7K
Employees5
Clients--
DateApr 2011
Total AUM$83.1M
Discretionary$83M
Non-Disc.$96.7K
Employees5
Clients--
DateMar 2011
Total AUM$83.1M
Discretionary$83M
Non-Disc.$96.7K
Employees5
Clients--
DateMar 2010
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--