STRATTON MANAGEMENT COMPANY
CRD #104965 SEC #801-8681 KING OF PRUSSIA, PA 610-941-0888
SEC Registered
Total AUM
$1.9B
Discretionary
$1.6B
Employees
11
Clients
--
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2015 | $1.1B | $756.9M | $390.2M | 16 | 300 |
| Mar 2015 | $3B | $2.6B | $398M | 26 | 300 |
| Nov 2014 | $2.6B | $2.3B | $372.4M | 27 | 300 |
| Oct 2014 | $2.6B | $2.3B | $372.4M | 27 | 300 |
| Mar 2014 | $2.6B | $2.3B | $372.4M | 27 | 300 |
| Mar 2013 | $2.1B | $1.8B | $293.4M | 27 | 300 |
| Jun 2012 | $1.9B | $1.6B | $267.9M | 11 | 300 |
| May 2012 | $1.9B | $1.6B | $267.9M | 11 | 300 |
| Apr 2012 | $1.9B | $1.6B | $267.9M | 11 | 300 |
| Mar 2012 | $1.9B | $1.6B | $267.9M | 11 | 300 |
| Mar 2012 | $1.9B | $1.6B | $267.9M | 11 | 300 |
| Aug 2011 | $2B | $1.8B | $236.2M | -- | -- |
| Jul 2011 | $2B | $1.8B | $236.2M | -- | -- |
| Mar 2011 | $2B | $1.8B | $236.2M | -- | -- |
| Aug 2010 | $2.2B | $2B | $205.5M | -- | -- |
| Mar 2010 | $2.2B | $2B | $205.5M | -- | -- |
| Mar 2009 | $2B | $1.8B | $207.6M | -- | -- |
| Nov 2007 | $2.4B | $2.1B | $318.3M | -- | -- |
| Mar 2007 | $2.4B | $2.1B | $318.3M | -- | -- |
| Feb 2007 | $2.4B | $2.1B | $318.3M | -- | -- |
| Feb 2006 | $1.9B | $1.6B | $347.4M | -- | -- |
| Mar 2002 | $993.6M | $720.8M | $272.8M | -- | -- |
DateAug 2015
Total AUM$1.1B
Discretionary$756.9M
Non-Disc.$390.2M
Employees16
Clients300
DateMar 2015
Total AUM$3B
Discretionary$2.6B
Non-Disc.$398M
Employees26
Clients300
DateNov 2014
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$372.4M
Employees27
Clients300
DateOct 2014
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$372.4M
Employees27
Clients300
DateMar 2014
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$372.4M
Employees27
Clients300
DateMar 2013
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$293.4M
Employees27
Clients300
DateJun 2012
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$267.9M
Employees11
Clients300
DateMay 2012
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$267.9M
Employees11
Clients300
DateApr 2012
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$267.9M
Employees11
Clients300
DateMar 2012
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$267.9M
Employees11
Clients300
DateMar 2012
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$267.9M
Employees11
Clients300
DateAug 2011
Total AUM$2B
Discretionary$1.8B
Non-Disc.$236.2M
Employees--
Clients--
DateJul 2011
Total AUM$2B
Discretionary$1.8B
Non-Disc.$236.2M
Employees--
Clients--
DateMar 2011
Total AUM$2B
Discretionary$1.8B
Non-Disc.$236.2M
Employees--
Clients--
DateAug 2010
Total AUM$2.2B
Discretionary$2B
Non-Disc.$205.5M
Employees--
Clients--
DateMar 2010
Total AUM$2.2B
Discretionary$2B
Non-Disc.$205.5M
Employees--
Clients--
DateMar 2009
Total AUM$2B
Discretionary$1.8B
Non-Disc.$207.6M
Employees--
Clients--
DateNov 2007
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$318.3M
Employees--
Clients--
DateMar 2007
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$318.3M
Employees--
Clients--
DateFeb 2007
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$318.3M
Employees--
Clients--
DateFeb 2006
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$347.4M
Employees--
Clients--
DateMar 2002
Total AUM$993.6M
Discretionary$720.8M
Non-Disc.$272.8M
Employees--
Clients--