GREENBERG GRAHAM ADVISORS LLC
CRD #128726 SEC #801-62610 IRVINE, CA 714-437-0040
SEC Registered
Total AUM
$174.3M
Discretionary
$158.8M
Employees
3
Clients
11
Accounts
288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $74M | $74M | $0 | 4 | 26 |
| Mar 2014 | $74M | $74M | $0 | 4 | 26 |
| Mar 2014 | $74M | $74M | $0 | 4 | 26 |
| Feb 2014 | $74M | $74M | $0 | 4 | 26 |
| Jun 2013 | $174.3M | $158.8M | $15.4M | 2 | 26 |
| Jun 2013 | $174.3M | $158.8M | $15.4M | 2 | 26 |
| Feb 2013 | $174.3M | $158.8M | $15.4M | 3 | 26 |
| Jan 2012 | $159.9M | $135.3M | $24.6M | 1 | 26 |
| Nov 2011 | $182.4M | $156.3M | $26.1M | 1 | 101 |
| Nov 2011 | $182.4M | $156.3M | $26.1M | 1 | 101 |
| Jun 2010 | $127.5M | $99.1M | $28.4M | 5 | -- |
| Jun 2010 | $127.5M | $99.1M | $28.4M | 5 | -- |
| Mar 2009 | $119.1M | $88.1M | $31M | 5 | -- |
| Jan 2008 | $148M | $114M | $34M | 5 | -- |
| Nov 2007 | $97M | $82M | $15M | 5 | -- |
| Oct 2007 | $97M | $82M | $15M | 5 | -- |
| Oct 2007 | $97M | $82M | $15M | 5 | -- |
| May 2007 | $97M | $82M | $15M | 5 | -- |
| Apr 2007 | $97M | $82M | $15M | 5 | -- |
| Mar 2007 | $97M | $82M | $15M | 5 | -- |
| Feb 2007 | $97M | $82M | $15M | 5 | -- |
| Jan 2007 | $97M | $82M | $15M | 5 | -- |
| Jan 2006 | $97M | $82M | $15M | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateMar 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees4
Clients26
DateJun 2013
Total AUM$174.3M
Discretionary$158.8M
Non-Disc.$15.4M
Employees2
Clients26
DateJun 2013
Total AUM$174.3M
Discretionary$158.8M
Non-Disc.$15.4M
Employees2
Clients26
DateFeb 2013
Total AUM$174.3M
Discretionary$158.8M
Non-Disc.$15.4M
Employees3
Clients26
DateJan 2012
Total AUM$159.9M
Discretionary$135.3M
Non-Disc.$24.6M
Employees1
Clients26
DateNov 2011
Total AUM$182.4M
Discretionary$156.3M
Non-Disc.$26.1M
Employees1
Clients101
DateNov 2011
Total AUM$182.4M
Discretionary$156.3M
Non-Disc.$26.1M
Employees1
Clients101
DateJun 2010
Total AUM$127.5M
Discretionary$99.1M
Non-Disc.$28.4M
Employees5
Clients--
DateJun 2010
Total AUM$127.5M
Discretionary$99.1M
Non-Disc.$28.4M
Employees5
Clients--
DateMar 2009
Total AUM$119.1M
Discretionary$88.1M
Non-Disc.$31M
Employees5
Clients--
DateJan 2008
Total AUM$148M
Discretionary$114M
Non-Disc.$34M
Employees5
Clients--
DateNov 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateOct 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateOct 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateMay 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateApr 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateMar 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateFeb 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateJan 2007
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateJan 2006
Total AUM$97M
Discretionary$82M
Non-Disc.$15M
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--