OPEN INVEST CO.
CRD #269997 SEC #801-105481 SAN FRANCISCO, CA 855-466-6545
SEC Registered
Total AUM
$106.4M
Discretionary
$86.4M
Employees
34
Clients
0
Accounts
844
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $21.5M | $21.5M | $0 | 34 | 0 |
| Apr 2021 | $105.8M | $86.4M | $19.4M | 34 | 0 |
| Apr 2021 | $106.4M | $86.4M | $20M | 34 | 0 |
| Mar 2021 | $106.4M | $86.4M | $20M | 34 | 0 |
| Nov 2020 | $55.4M | $55.4M | $0 | 18 | 0 |
| Jun 2020 | $55.4M | $55.4M | $0 | 18 | 0 |
| Jun 2020 | $55.4M | $55.4M | $0 | 18 | 0 |
| Jun 2020 | $55.4M | $55.4M | $0 | 18 | 0 |
| Apr 2020 | $55.4M | $55.4M | $0 | 18 | 0 |
| Mar 2020 | $55.4M | $55.4M | $0 | 19 | 0 |
| Jan 2020 | $42M | $42M | $0 | 13 | 0 |
| Nov 2019 | $42M | $42M | $0 | 13 | 0 |
| May 2019 | $42M | $42M | $0 | 13 | 0 |
| Mar 2019 | $42M | $42M | $0 | 13 | 0 |
| May 2018 | $5.8M | $5.8M | $0 | 4 | 257 |
| Mar 2018 | $5.8M | $5.8M | $0 | 4 | 257 |
| Jan 2018 | $5.3M | $5.3M | $0 | 4 | 257 |
| Dec 2017 | $5.3M | $5.3M | $0 | 4 | 257 |
| Sep 2017 | $1.4M | $1.4M | $0 | 4 | 26 |
| Mar 2017 | $1.4M | $1.4M | $0 | 4 | 26 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Jul 2015 | $0 | $0 | $0 | 2 | 0 |
DateSep 2021
Total AUM$21.5M
Discretionary$21.5M
Non-Disc.$0
Employees34
Clients0
DateApr 2021
Total AUM$105.8M
Discretionary$86.4M
Non-Disc.$19.4M
Employees34
Clients0
DateApr 2021
Total AUM$106.4M
Discretionary$86.4M
Non-Disc.$20M
Employees34
Clients0
DateMar 2021
Total AUM$106.4M
Discretionary$86.4M
Non-Disc.$20M
Employees34
Clients0
DateNov 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees18
Clients0
DateApr 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees19
Clients0
DateJan 2020
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees13
Clients0
DateNov 2019
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees13
Clients0
DateMay 2019
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees4
Clients257
DateMar 2018
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees4
Clients257
DateJan 2018
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees4
Clients257
DateDec 2017
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees4
Clients257
DateSep 2017
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0