CHARTIST INC
Legal name: THE CHARTIST
CRD #105072 SEC #801-11714 LONG BEACH, CA 562-596-2385
SEC Registered
Total AUM
$179.1M
Discretionary
$179.1M
Employees
3
Clients
--
Accounts
479
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $179.1M | $179.1M | $0 | 3 | 479 |
| Jan 2024 | $185.4M | $185.4M | $0 | 3 | 471 |
| Jan 2023 | $178.2M | $178.2M | $0 | 4 | 551 |
| Jun 2022 | $235.4M | $235.4M | $0 | 4 | 587 |
| Jan 2022 | $235.4M | $235.4M | $0 | 4 | 587 |
| Jan 2021 | $214.3M | $214.3M | $0 | 4 | 631 |
| Jun 2020 | $223.4M | $223.4M | $0 | 4 | 668 |
| Jan 2020 | $223.4M | $223.4M | $0 | 4 | 668 |
| Jan 2019 | $219.9M | $219.9M | $0 | 4 | 0 |
| Jan 2018 | $225.7M | $225.7M | $0 | 4 | 0 |
| Jan 2017 | $213.1M | $213.1M | $0 | 4 | 800 |
| Jan 2016 | $209.7M | $209.7M | $0 | 4 | 800 |
| Jan 2015 | $254.9M | $232.8M | $22.1M | 4 | 1,000 |
| Jan 2014 | $231.3M | $213.7M | $17.6M | 4 | 1,000 |
| Jan 2013 | $196.7M | $181.2M | $15.6M | 4 | 1,000 |
| Jan 2012 | $235.2M | $218.3M | $16.9M | 1 | 1,000 |
| May 2011 | $318.3M | $299.8M | $18.5M | 5 | -- |
| May 2011 | $318.3M | $299.8M | $18.5M | 5 | -- |
| Jan 2011 | $318.3M | $299.8M | $18.5M | 5 | -- |
| Jan 2010 | $276.2M | $276.2M | $0 | 5 | -- |
| Nov 2007 | $208M | $208M | $0 | 5 | -- |
| Feb 2007 | $192.8M | $192.8M | $0 | 10 | -- |
| Jan 2006 | $187.5M | $187.5M | $0 | 10 | -- |
| Jan 2005 | $187.5M | $172.9M | $14.6M | 10 | -- |
| Jan 2005 | $187.5M | $172.9M | $14.6M | 10 | -- |
| May 2004 | $155M | $155M | $0 | 10 | -- |
| May 2002 | $186.3M | $186.3M | $0 | 10 | -- |
DateJan 2025
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees3
Clients479
DateJan 2024
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees3
Clients471
DateJan 2023
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees4
Clients551
DateJun 2022
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees4
Clients587
DateJan 2022
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees4
Clients587
DateJan 2021
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees4
Clients631
DateJun 2020
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients668
DateJan 2020
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients668
DateJan 2019
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees4
Clients800
DateJan 2016
Total AUM$209.7M
Discretionary$209.7M
Non-Disc.$0
Employees4
Clients800
DateJan 2015
Total AUM$254.9M
Discretionary$232.8M
Non-Disc.$22.1M
Employees4
Clients1,000
DateJan 2014
Total AUM$231.3M
Discretionary$213.7M
Non-Disc.$17.6M
Employees4
Clients1,000
DateJan 2013
Total AUM$196.7M
Discretionary$181.2M
Non-Disc.$15.6M
Employees4
Clients1,000
DateJan 2012
Total AUM$235.2M
Discretionary$218.3M
Non-Disc.$16.9M
Employees1
Clients1,000
DateMay 2011
Total AUM$318.3M
Discretionary$299.8M
Non-Disc.$18.5M
Employees5
Clients--
DateMay 2011
Total AUM$318.3M
Discretionary$299.8M
Non-Disc.$18.5M
Employees5
Clients--
DateJan 2011
Total AUM$318.3M
Discretionary$299.8M
Non-Disc.$18.5M
Employees5
Clients--
DateJan 2010
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$187.5M
Discretionary$172.9M
Non-Disc.$14.6M
Employees10
Clients--
DateJan 2005
Total AUM$187.5M
Discretionary$172.9M
Non-Disc.$14.6M
Employees10
Clients--
DateMay 2004
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees10
Clients--