ORIN GREEN FINANCIAL, LLC
CRD #285670 SEC #801-108776 SAN DIEGO, CA (858) 634-3232
SEC Registered
Total AUM
$463.8M
Discretionary
$460.6M
Employees
7
Clients
10
Accounts
837
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $463.8M | $460.6M | $3.2M | 7 | 1 |
| Mar 2025 | $463.8M | $460.6M | $3.2M | 7 | 1 |
| Mar 2024 | $408.7M | $405.9M | $2.9M | 7 | 1 |
| Oct 2023 | $357.2M | $354.6M | $2.6M | 7 | 1 |
| May 2023 | $357.2M | $354.6M | $2.6M | 7 | 1 |
| Mar 2023 | $357.2M | $354.6M | $2.6M | 7 | 1 |
| Aug 2022 | $411.7M | $408.5M | $3.2M | 6 | 1 |
| Mar 2022 | $411.7M | $408.5M | $3.2M | 6 | 1 |
| Apr 2021 | $339.2M | $336.3M | $2.9M | 5 | 1 |
| Apr 2021 | $339.2M | $336.3M | $2.9M | 5 | 1 |
| Mar 2021 | $339.2M | $336.3M | $2.9M | 6 | 1 |
| Jul 2020 | $299.1M | $273.7M | $25.4M | 6 | 2 |
| Jun 2020 | $299.1M | $273.7M | $25.4M | 6 | 2 |
| Mar 2020 | $299.1M | $273.7M | $25.4M | 6 | 2 |
| Nov 2019 | $214.7M | $208.7M | $6.1M | 6 | 0 |
| Mar 2019 | $214.7M | $208.7M | $6.1M | 6 | 0 |
| Aug 2018 | $210.3M | $204.1M | $6.3M | 5 | 0 |
| Jul 2018 | $210.3M | $204.1M | $6.3M | 5 | 0 |
| May 2018 | $210.3M | $204.1M | $6.3M | 5 | 0 |
| Feb 2018 | $210.3M | $204.1M | $6.3M | 5 | 0 |
| Oct 2017 | $197.3M | $166.2M | $31.1M | 6 | 0 |
| Jun 2017 | $158M | $158M | $0 | 6 | 0 |
| Jun 2017 | $158M | $158M | $0 | 6 | 0 |
| Feb 2017 | $158M | $158M | $0 | 6 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$463.8M
Discretionary$460.6M
Non-Disc.$3.2M
Employees7
Clients1
DateMar 2025
Total AUM$463.8M
Discretionary$460.6M
Non-Disc.$3.2M
Employees7
Clients1
DateMar 2024
Total AUM$408.7M
Discretionary$405.9M
Non-Disc.$2.9M
Employees7
Clients1
DateOct 2023
Total AUM$357.2M
Discretionary$354.6M
Non-Disc.$2.6M
Employees7
Clients1
DateMay 2023
Total AUM$357.2M
Discretionary$354.6M
Non-Disc.$2.6M
Employees7
Clients1
DateMar 2023
Total AUM$357.2M
Discretionary$354.6M
Non-Disc.$2.6M
Employees7
Clients1
DateAug 2022
Total AUM$411.7M
Discretionary$408.5M
Non-Disc.$3.2M
Employees6
Clients1
DateMar 2022
Total AUM$411.7M
Discretionary$408.5M
Non-Disc.$3.2M
Employees6
Clients1
DateApr 2021
Total AUM$339.2M
Discretionary$336.3M
Non-Disc.$2.9M
Employees5
Clients1
DateApr 2021
Total AUM$339.2M
Discretionary$336.3M
Non-Disc.$2.9M
Employees5
Clients1
DateMar 2021
Total AUM$339.2M
Discretionary$336.3M
Non-Disc.$2.9M
Employees6
Clients1
DateJul 2020
Total AUM$299.1M
Discretionary$273.7M
Non-Disc.$25.4M
Employees6
Clients2
DateJun 2020
Total AUM$299.1M
Discretionary$273.7M
Non-Disc.$25.4M
Employees6
Clients2
DateMar 2020
Total AUM$299.1M
Discretionary$273.7M
Non-Disc.$25.4M
Employees6
Clients2
DateNov 2019
Total AUM$214.7M
Discretionary$208.7M
Non-Disc.$6.1M
Employees6
Clients0
DateMar 2019
Total AUM$214.7M
Discretionary$208.7M
Non-Disc.$6.1M
Employees6
Clients0
DateAug 2018
Total AUM$210.3M
Discretionary$204.1M
Non-Disc.$6.3M
Employees5
Clients0
DateJul 2018
Total AUM$210.3M
Discretionary$204.1M
Non-Disc.$6.3M
Employees5
Clients0
DateMay 2018
Total AUM$210.3M
Discretionary$204.1M
Non-Disc.$6.3M
Employees5
Clients0
DateFeb 2018
Total AUM$210.3M
Discretionary$204.1M
Non-Disc.$6.3M
Employees5
Clients0
DateOct 2017
Total AUM$197.3M
Discretionary$166.2M
Non-Disc.$31.1M
Employees6
Clients0
DateJun 2017
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0