CLBI INVESTMENTS INC
CRD #105703 SEC #801-30656 WALNUT CREEK, CA 925-947-0261
SEC Registered
Total AUM
$37.6M
Discretionary
$37.6M
Employees
1
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $37.6M | $37.6M | $0 | 1 | 26 |
| May 2012 | $37.6M | $37.6M | $0 | 1 | 26 |
| Mar 2012 | $37.6M | $37.6M | $0 | 1 | 26 |
| Mar 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| Mar 2009 | $32.5M | $32.5M | $0 | 5 | -- |
| Mar 2007 | $48.9M | $48.9M | $0 | 5 | -- |
| Mar 2004 | $59.3M | $59.3M | $0 | 5 | -- |
| Mar 2002 | $84.7M | $84.7M | $0 | 5 | -- |
DateMay 2012
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients--