GREENBOOK INVESTMENT MANAGEMENT, INC.
CRD #131563 SEC #801-63129 SAN DIEGO, CA 866-350-4237
SEC Registered
Total AUM
$272.7M
Discretionary
$88.7M
Employees
51
Clients
--
Accounts
1,708
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2010 | $80.2M | $0 | $80.2M | -- | -- |
| Dec 2007 | $305.2M | $183.3M | $121.9M | 51 | -- |
| Dec 2007 | $305.2M | $183.3M | $121.9M | 51 | -- |
| Mar 2007 | $305.2M | $183.3M | $121.9M | 51 | -- |
| Feb 2007 | $272.7M | $88.7M | $183.9M | 51 | -- |
| Feb 2007 | $272.7M | $88.7M | $183.9M | 51 | -- |
| Nov 2006 | $272.7M | $88.7M | $183.9M | 51 | -- |
| Feb 2006 | $243.8M | $243.8M | $0 | -- | -- |
| Feb 2005 | $185.7M | $185.7M | $0 | 5 | -- |
| Sep 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateJun 2010
Total AUM$80.2M
Discretionary$0
Non-Disc.$80.2M
Employees--
Clients--
DateDec 2007
Total AUM$305.2M
Discretionary$183.3M
Non-Disc.$121.9M
Employees51
Clients--
DateDec 2007
Total AUM$305.2M
Discretionary$183.3M
Non-Disc.$121.9M
Employees51
Clients--
DateMar 2007
Total AUM$305.2M
Discretionary$183.3M
Non-Disc.$121.9M
Employees51
Clients--
DateFeb 2007
Total AUM$272.7M
Discretionary$88.7M
Non-Disc.$183.9M
Employees51
Clients--
DateFeb 2007
Total AUM$272.7M
Discretionary$88.7M
Non-Disc.$183.9M
Employees51
Clients--
DateNov 2006
Total AUM$272.7M
Discretionary$88.7M
Non-Disc.$183.9M
Employees51
Clients--
DateFeb 2006
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--