DEGREEN WEALTH MANAGEMENT CORPORATION
CRD #107582 SEC #801-52723 SCOTTSDALE, AZ 480-483-7300
SEC Registered
Total AUM
$457.3M
Discretionary
$432.8M
Employees
--
Clients
251
Accounts
2,817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2006 | $559.7M | $392.2M | $167.5M | -- | -- |
| Nov 2006 | $559.7M | $392.2M | $167.5M | -- | -- |
| Mar 2006 | $501.4M | $481.9M | $19.5M | -- | -- |
| Jan 2006 | $501.4M | $481.9M | $19.5M | -- | -- |
| Nov 2005 | $457.3M | $432.8M | $24.4M | -- | -- |
| Sep 2005 | $383.6M | $353.1M | $30.5M | -- | -- |
| Feb 2005 | $383.6M | $353.1M | $30.5M | -- | -- |
| Jun 2004 | $330.1M | $273.4M | $56.7M | -- | -- |
| Dec 2003 | $190.4M | $166.1M | $24.3M | -- | -- |
| Dec 2003 | $190.4M | $166.1M | $24.3M | -- | -- |
| Nov 2003 | $221M | $196.7M | $24.3M | -- | -- |
| Oct 2003 | $221M | $196.7M | $24.3M | -- | -- |
| Mar 2002 | $143.1M | $0 | $143.1M | -- | -- |
| Oct 2001 | $189.3M | $0 | $189.3M | 10 | -- |
| Oct 2001 | $189.3M | $0 | $189.3M | 10 | -- |
| Jul 2001 | $178.8M | $0 | $178.8M | 10 | -- |
DateDec 2006
Total AUM$559.7M
Discretionary$392.2M
Non-Disc.$167.5M
Employees--
Clients--
DateNov 2006
Total AUM$559.7M
Discretionary$392.2M
Non-Disc.$167.5M
Employees--
Clients--
DateMar 2006
Total AUM$501.4M
Discretionary$481.9M
Non-Disc.$19.5M
Employees--
Clients--
DateJan 2006
Total AUM$501.4M
Discretionary$481.9M
Non-Disc.$19.5M
Employees--
Clients--
DateNov 2005
Total AUM$457.3M
Discretionary$432.8M
Non-Disc.$24.4M
Employees--
Clients--
DateSep 2005
Total AUM$383.6M
Discretionary$353.1M
Non-Disc.$30.5M
Employees--
Clients--
DateFeb 2005
Total AUM$383.6M
Discretionary$353.1M
Non-Disc.$30.5M
Employees--
Clients--
DateJun 2004
Total AUM$330.1M
Discretionary$273.4M
Non-Disc.$56.7M
Employees--
Clients--
DateDec 2003
Total AUM$190.4M
Discretionary$166.1M
Non-Disc.$24.3M
Employees--
Clients--
DateDec 2003
Total AUM$190.4M
Discretionary$166.1M
Non-Disc.$24.3M
Employees--
Clients--
DateNov 2003
Total AUM$221M
Discretionary$196.7M
Non-Disc.$24.3M
Employees--
Clients--
DateOct 2003
Total AUM$221M
Discretionary$196.7M
Non-Disc.$24.3M
Employees--
Clients--
DateMar 2002
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees--
Clients--
DateOct 2001
Total AUM$189.3M
Discretionary$0
Non-Disc.$189.3M
Employees10
Clients--
DateOct 2001
Total AUM$189.3M
Discretionary$0
Non-Disc.$189.3M
Employees10
Clients--
DateJul 2001
Total AUM$178.8M
Discretionary$0
Non-Disc.$178.8M
Employees10
Clients--