MEG GREEN & ASSOCIATES, INC.
CRD #141559 SEC #801-70662 NORTH MIAMI BEACH, FL 305-931-1400
SEC Registered Disclosures
Total AUM
$457M
Discretionary
$369.8M
Employees
12
Clients
26
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $457M | $369.8M | $87.3M | 12 | 342 |
| Apr 2015 | $481.9M | $382.4M | $99.5M | 12 | 342 |
| Feb 2015 | $383.6M | $284.1M | $99.5M | 12 | 342 |
| Oct 2014 | $411.7M | $212.4M | $199.4M | 11 | 320 |
| Mar 2014 | $411.7M | $212.4M | $199.4M | 11 | 320 |
| Feb 2014 | $411.7M | $212.4M | $199.4M | 11 | 320 |
| Aug 2013 | $376.9M | $176M | $200.9M | 12 | 315 |
| Mar 2013 | $329.2M | $0 | $329.2M | 12 | 315 |
| May 2012 | $275.1M | $0 | $275.1M | 6 | 300 |
| Mar 2012 | $275.1M | $0 | $275.1M | 6 | 300 |
| May 2011 | $255.7M | $0 | $255.7M | 10 | -- |
| May 2011 | $255.7M | $0 | $255.7M | 10 | -- |
| Jun 2010 | $225.8M | $0 | $225.8M | 10 | -- |
| Mar 2010 | $225.8M | $0 | $225.8M | 10 | -- |
| Sep 2009 | $230M | $0 | $230M | 10 | -- |
DateMar 2016
Total AUM$457M
Discretionary$369.8M
Non-Disc.$87.3M
Employees12
Clients342
DateApr 2015
Total AUM$481.9M
Discretionary$382.4M
Non-Disc.$99.5M
Employees12
Clients342
DateFeb 2015
Total AUM$383.6M
Discretionary$284.1M
Non-Disc.$99.5M
Employees12
Clients342
DateOct 2014
Total AUM$411.7M
Discretionary$212.4M
Non-Disc.$199.4M
Employees11
Clients320
DateMar 2014
Total AUM$411.7M
Discretionary$212.4M
Non-Disc.$199.4M
Employees11
Clients320
DateFeb 2014
Total AUM$411.7M
Discretionary$212.4M
Non-Disc.$199.4M
Employees11
Clients320
DateAug 2013
Total AUM$376.9M
Discretionary$176M
Non-Disc.$200.9M
Employees12
Clients315
DateMar 2013
Total AUM$329.2M
Discretionary$0
Non-Disc.$329.2M
Employees12
Clients315
DateMay 2012
Total AUM$275.1M
Discretionary$0
Non-Disc.$275.1M
Employees6
Clients300
DateMar 2012
Total AUM$275.1M
Discretionary$0
Non-Disc.$275.1M
Employees6
Clients300
DateMay 2011
Total AUM$255.7M
Discretionary$0
Non-Disc.$255.7M
Employees10
Clients--
DateMay 2011
Total AUM$255.7M
Discretionary$0
Non-Disc.$255.7M
Employees10
Clients--
DateJun 2010
Total AUM$225.8M
Discretionary$0
Non-Disc.$225.8M
Employees10
Clients--
DateMar 2010
Total AUM$225.8M
Discretionary$0
Non-Disc.$225.8M
Employees10
Clients--
DateSep 2009
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees10
Clients--