CHARLESWORTH & RUGG INC
CRD #104839 SEC #801-15482 WOODLAND HILLS, CA 818-340-0157
SEC Registered
Total AUM
$96.5M
Discretionary
$96.5M
Employees
8
Clients
--
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $96.5M | $96.5M | $0 | 8 | 26 |
| Mar 2015 | $105.8M | $105.8M | $0 | 8 | 26 |
| Mar 2014 | $90.7M | $90.7M | $0 | 8 | 26 |
| Apr 2013 | $94.1M | $90.3M | $3.8M | 6 | 26 |
| Sep 2012 | $90.9M | $87.4M | $3.6M | 6 | 26 |
| Mar 2012 | $90.9M | $87.4M | $3.6M | 6 | 26 |
| Mar 2011 | $94.8M | $91.3M | $3.4M | 10 | -- |
| Feb 2009 | $78.3M | $75.4M | $2.9M | 5 | -- |
| Sep 2007 | $91.3M | $88M | $3.3M | 5 | -- |
| Feb 2007 | $91.3M | $88M | $3.3M | 5 | -- |
| Feb 2007 | $91.3M | $88M | $3.3M | 5 | -- |
| Mar 2006 | $75.4M | $72.4M | $3M | 5 | -- |
| Jan 2005 | $68.8M | $68.8M | $0 | 5 | -- |
DateMar 2016
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees8
Clients26
DateApr 2013
Total AUM$94.1M
Discretionary$90.3M
Non-Disc.$3.8M
Employees6
Clients26
DateSep 2012
Total AUM$90.9M
Discretionary$87.4M
Non-Disc.$3.6M
Employees6
Clients26
DateMar 2012
Total AUM$90.9M
Discretionary$87.4M
Non-Disc.$3.6M
Employees6
Clients26
DateMar 2011
Total AUM$94.8M
Discretionary$91.3M
Non-Disc.$3.4M
Employees10
Clients--
DateFeb 2009
Total AUM$78.3M
Discretionary$75.4M
Non-Disc.$2.9M
Employees5
Clients--
DateSep 2007
Total AUM$91.3M
Discretionary$88M
Non-Disc.$3.3M
Employees5
Clients--
DateFeb 2007
Total AUM$91.3M
Discretionary$88M
Non-Disc.$3.3M
Employees5
Clients--
DateFeb 2007
Total AUM$91.3M
Discretionary$88M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2006
Total AUM$75.4M
Discretionary$72.4M
Non-Disc.$3M
Employees5
Clients--
DateJan 2005
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--