WHN INVESTOR SERVICES, INC.
CRD #10046 SEC #801-39329 BROOKFIELD, WI 262-792-9001
SEC Registered
Total AUM
$14.5M
Discretionary
$14.5M
Employees
1
Clients
0
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $14.5M | $14.5M | $0 | 1 | 0 |
| Jun 2020 | $14.6M | $14.6M | $0 | 1 | 0 |
| Sep 2019 | $14.6M | $14.6M | $0 | 1 | 0 |
| Sep 2018 | $13.6M | $13.6M | $0 | 1 | 6 |
| Sep 2017 | $12.8M | $12.8M | $0 | 2 | 26 |
| Nov 2016 | $11.7M | $11.7M | $0 | 2 | 26 |
| Sep 2015 | $12.1M | $12.1M | $0 | 2 | 26 |
| Sep 2014 | $9.6M | $9.6M | $0 | 2 | 26 |
| Feb 2012 | $8.5M | $8.5M | $0 | 1 | 26 |
| Mar 2011 | $8.8M | $8.8M | $0 | 5 | -- |
| Sep 2009 | $10M | $4M | $6M | 5 | -- |
| Aug 2007 | $10M | $4M | $6M | 5 | -- |
| Sep 2005 | $19M | $7M | $12M | 5 | -- |
| Sep 2001 | $4.9M | $1.9M | $3M | 5 | -- |
DateJul 2020
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$14.6M
Discretionary$14.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$14.6M
Discretionary$14.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2018
Total AUM$13.6M
Discretionary$13.6M
Non-Disc.$0
Employees1
Clients6
DateSep 2017
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees2
Clients26
DateNov 2016
Total AUM$11.7M
Discretionary$11.7M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees2
Clients26
DateSep 2014
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2012
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$10M
Discretionary$4M
Non-Disc.$6M
Employees5
Clients--
DateAug 2007
Total AUM$10M
Discretionary$4M
Non-Disc.$6M
Employees5
Clients--
DateSep 2005
Total AUM$19M
Discretionary$7M
Non-Disc.$12M
Employees5
Clients--
DateSep 2001
Total AUM$4.9M
Discretionary$1.9M
Non-Disc.$3M
Employees5
Clients--