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GREENBOOK INVESTMENT MANAGEMENT, INC.
SAN DIEGO, CA
866-350-4237
SEC #801-63129Total AUM
$80.2M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
655 WEST BROADWAY
SUITE 1050
SAN DIEGO
CA 92101
United States
SUITE 1050
SAN DIEGO
CA 92101
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
866-350-4237
Financials
Total AUM
$80.2M
Accounts
254Discretionary
$0
Accounts
0Non-Discretionary
$80.2M
Accounts
254
Clients
None reported
Services
Services Offered
Financial PlanningInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Felony ChargeMisdemeanor ConvictionMisdemeanor Conviction ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.