YOLLES-SAMRAH WEALTH MANAGEMENT, LLC
CRD #104666 SEC #801-31356 BLOOMFIELD HILLS, MI 248-502-1212
SEC Registered
Total AUM
$202M
Discretionary
$202M
Employees
5
Clients
0
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $165.8M | $165.8M | $0 | 5 | -- |
| Mar 2008 | $209M | $209M | $0 | 5 | -- |
| Mar 2007 | $202M | $202M | $0 | 5 | -- |
| Jun 2004 | $150M | $150M | $0 | 5 | -- |
| Mar 2004 | $150M | $150M | $0 | 5 | -- |
| May 2002 | $130.5M | $130.5M | $0 | 5 | -- |
| Mar 2002 | $130.5M | $130.5M | $0 | 5 | -- |
| Nov 2001 | $116M | $116M | $0 | 10 | -- |
| Aug 2001 | $116M | $116M | $0 | 10 | -- |
DateMar 2010
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees10
Clients--