EDWARD S. GREEN & ASSOCIATES, LLC
CRD #109243 SEC #801-58151 SYRACUSE, NY 315-701-6329
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $82.7M | $82.7M | $0 | 1 | 0 |
| Mar 2018 | $82.7M | $82.7M | $0 | 1 | 0 |
| Apr 2017 | $91.4M | $91.4M | $0 | 1 | 26 |
| Apr 2017 | $91.4M | $91.4M | $0 | 1 | 26 |
| Mar 2017 | $91.4M | $91.4M | $0 | 1 | 26 |
| Mar 2016 | $97M | $97M | $0 | 2 | 26 |
| Mar 2015 | $104.9M | $104.9M | $0 | 2 | 26 |
| Mar 2014 | $97.6M | $97.6M | $0 | 2 | 26 |
| Apr 2013 | $83.6M | $83.6M | $0 | 12 | 26 |
| Apr 2012 | $82.5M | $82.5M | $0 | 1 | 26 |
| Mar 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Feb 2011 | $78.8M | $77.7M | $1.1M | 5 | -- |
| Sep 2010 | $78.8M | $77.7M | $1.1M | 5 | -- |
| Jul 2010 | $86.9M | $85.7M | $1.2M | 5 | -- |
| Jun 2009 | $70.5M | $69.6M | $917K | 5 | -- |
| Mar 2009 | $78.8M | $78.1M | $705K | 5 | -- |
| Mar 2008 | $114M | $104.7M | $9.3M | 5 | -- |
| Mar 2007 | $114.7M | $108.4M | $6.3M | 5 | -- |
| Mar 2006 | $108.6M | $103.3M | $5.3M | 5 | -- |
| Sep 2005 | $105.1M | $103.5M | $1.6M | 5 | -- |
| Mar 2004 | $91M | $90.1M | $887K | 5 | -- |
| Nov 2003 | $84.3M | $83.4M | $834.8K | 5 | -- |
| Mar 2002 | $97.7M | $97.4M | $322.5K | 5 | -- |
DateApr 2018
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees1
Clients0
DateApr 2017
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients26
DateApr 2017
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2017
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$97.6M
Discretionary$97.6M
Non-Disc.$0
Employees2
Clients26
DateApr 2013
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$0
Employees12
Clients26
DateApr 2012
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$78.8M
Discretionary$77.7M
Non-Disc.$1.1M
Employees5
Clients--
DateSep 2010
Total AUM$78.8M
Discretionary$77.7M
Non-Disc.$1.1M
Employees5
Clients--
DateJul 2010
Total AUM$86.9M
Discretionary$85.7M
Non-Disc.$1.2M
Employees5
Clients--
DateJun 2009
Total AUM$70.5M
Discretionary$69.6M
Non-Disc.$917K
Employees5
Clients--
DateMar 2009
Total AUM$78.8M
Discretionary$78.1M
Non-Disc.$705K
Employees5
Clients--
DateMar 2008
Total AUM$114M
Discretionary$104.7M
Non-Disc.$9.3M
Employees5
Clients--
DateMar 2007
Total AUM$114.7M
Discretionary$108.4M
Non-Disc.$6.3M
Employees5
Clients--
DateMar 2006
Total AUM$108.6M
Discretionary$103.3M
Non-Disc.$5.3M
Employees5
Clients--
DateSep 2005
Total AUM$105.1M
Discretionary$103.5M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2004
Total AUM$91M
Discretionary$90.1M
Non-Disc.$887K
Employees5
Clients--
DateNov 2003
Total AUM$84.3M
Discretionary$83.4M
Non-Disc.$834.8K
Employees5
Clients--
DateMar 2002
Total AUM$97.7M
Discretionary$97.4M
Non-Disc.$322.5K
Employees5
Clients--