GLENCREST INVESTMENT ADVISORS, INC.
CRD #119565 SEC #801-61058 CLAREMONT, CA 800-257-6650
SEC Registered
Total AUM
$274.3M
Discretionary
$233M
Employees
--
Clients
51
Accounts
664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2007 | $396.1M | $355.5M | $40.6M | -- | -- |
| Oct 2007 | $396.1M | $355.5M | $40.6M | -- | -- |
| May 2007 | $349.9M | $310.7M | $39.2M | -- | -- |
| Mar 2007 | $349.9M | $310.7M | $39.2M | -- | -- |
| Nov 2006 | $349.9M | $310.7M | $39.2M | -- | -- |
| Jan 2006 | $274.3M | $233M | $41.4M | -- | -- |
| Jun 2005 | $274.3M | $233M | $41.4M | -- | -- |
| Jan 2005 | $224M | $213M | $11M | -- | -- |
| Jun 2004 | $224M | $213M | $11M | -- | -- |
| Mar 2004 | $150M | $150M | $0 | 10 | -- |
| Jan 2004 | $150M | $150M | $0 | 10 | -- |
| Apr 2002 | $0 | $0 | $0 | -- | -- |
DateOct 2007
Total AUM$396.1M
Discretionary$355.5M
Non-Disc.$40.6M
Employees--
Clients--
DateOct 2007
Total AUM$396.1M
Discretionary$355.5M
Non-Disc.$40.6M
Employees--
Clients--
DateMay 2007
Total AUM$349.9M
Discretionary$310.7M
Non-Disc.$39.2M
Employees--
Clients--
DateMar 2007
Total AUM$349.9M
Discretionary$310.7M
Non-Disc.$39.2M
Employees--
Clients--
DateNov 2006
Total AUM$349.9M
Discretionary$310.7M
Non-Disc.$39.2M
Employees--
Clients--
DateJan 2006
Total AUM$274.3M
Discretionary$233M
Non-Disc.$41.4M
Employees--
Clients--
DateJun 2005
Total AUM$274.3M
Discretionary$233M
Non-Disc.$41.4M
Employees--
Clients--
DateJan 2005
Total AUM$224M
Discretionary$213M
Non-Disc.$11M
Employees--
Clients--
DateJun 2004
Total AUM$224M
Discretionary$213M
Non-Disc.$11M
Employees--
Clients--
DateMar 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--