ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
CRD #104790 SEC #801-23837 EL SEGUNDO, CA 310-670-0800
SEC Registered Broker-Dealer
Total AUM
$398.6M
Discretionary
$258.4M
Employees
--
Clients
101
Accounts
2,756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $398.6M | $258.4M | $140.2M | -- | -- |
| Feb 2009 | $776.9M | $561.7M | $215.2M | -- | -- |
| Jan 2008 | $909.9M | $594.4M | $315.5M | -- | -- |
| Aug 2007 | $909.9M | $594.4M | $315.5M | -- | -- |
| Aug 2007 | $909.9M | $594.4M | $315.5M | -- | -- |
| Apr 2007 | $909.9M | $594.4M | $315.5M | -- | -- |
| Feb 2007 | $909.9M | $594.4M | $315.5M | 51 | -- |
| Dec 2006 | $1.3B | $926.6M | $342M | 51 | -- |
| Nov 2006 | $1.3B | $926.6M | $342M | 51 | -- |
| Dec 2005 | $896.8M | $726.5M | $170.3M | 51 | -- |
| Sep 2005 | $896.8M | $726.5M | $170.3M | 51 | -- |
| Oct 2003 | $827.6M | $711.3M | $116.3M | 51 | -- |
| Jun 2001 | $484.3M | $386.7M | $97.6M | 51 | -- |
DateMar 2009
Total AUM$398.6M
Discretionary$258.4M
Non-Disc.$140.2M
Employees--
Clients--
DateFeb 2009
Total AUM$776.9M
Discretionary$561.7M
Non-Disc.$215.2M
Employees--
Clients--
DateJan 2008
Total AUM$909.9M
Discretionary$594.4M
Non-Disc.$315.5M
Employees--
Clients--
DateAug 2007
Total AUM$909.9M
Discretionary$594.4M
Non-Disc.$315.5M
Employees--
Clients--
DateAug 2007
Total AUM$909.9M
Discretionary$594.4M
Non-Disc.$315.5M
Employees--
Clients--
DateApr 2007
Total AUM$909.9M
Discretionary$594.4M
Non-Disc.$315.5M
Employees--
Clients--
DateFeb 2007
Total AUM$909.9M
Discretionary$594.4M
Non-Disc.$315.5M
Employees51
Clients--
DateDec 2006
Total AUM$1.3B
Discretionary$926.6M
Non-Disc.$342M
Employees51
Clients--
DateNov 2006
Total AUM$1.3B
Discretionary$926.6M
Non-Disc.$342M
Employees51
Clients--
DateDec 2005
Total AUM$896.8M
Discretionary$726.5M
Non-Disc.$170.3M
Employees51
Clients--
DateSep 2005
Total AUM$896.8M
Discretionary$726.5M
Non-Disc.$170.3M
Employees51
Clients--
DateOct 2003
Total AUM$827.6M
Discretionary$711.3M
Non-Disc.$116.3M
Employees51
Clients--
DateJun 2001
Total AUM$484.3M
Discretionary$386.7M
Non-Disc.$97.6M
Employees51
Clients--