CURTIS & BISSONETTE INC
CRD #105136 SEC #801-31670 LAKE PLACID, NY 518-523-2443
SEC Registered
Total AUM
$47.4M
Discretionary
$44.2M
Employees
3
Clients
1
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $47.4M | $44.2M | $3.2M | 3 | 3 |
| Mar 2023 | $44.1M | $41.2M | $2.9M | 3 | 3 |
| Feb 2022 | $52.1M | $48.8M | $3.4M | 4 | 3 |
| Mar 2021 | $48.7M | $45.7M | $3M | 4 | 3 |
| Nov 2020 | $46.3M | $46.3M | $0 | 1 | 3 |
| Jun 2020 | $46.3M | $46.3M | $0 | 1 | 3 |
| May 2020 | $44M | $44M | $0 | 1 | 3 |
| Mar 2020 | $44M | $44M | $0 | 1 | 3 |
| Mar 2019 | $45.7M | $45.7M | $0 | 1 | 1 |
| Mar 2018 | $47.8M | $34.9M | $12.9M | 2 | 0 |
| Mar 2017 | $48.6M | $41.5M | $7.1M | 3 | 26 |
| Mar 2016 | $40.7M | $33.2M | $7.4M | 2 | 100 |
| Mar 2015 | $47.1M | $40.4M | $6.7M | 2 | 26 |
| Mar 2014 | $41.1M | $32.8M | $8.3M | 2 | 26 |
| Jan 2013 | $35.2M | $27.8M | $7.5M | 2 | 26 |
| Mar 2012 | $41M | $25.7M | $15.3M | 1 | 26 |
| Apr 2011 | $42.3M | $25.7M | $16.5M | 5 | -- |
| Mar 2011 | $42.3M | $25.7M | $16.5M | 5 | -- |
| Jan 2008 | $60.2M | $45.8M | $14.4M | 5 | -- |
| Mar 2007 | $57.4M | $45.1M | $12.4M | 5 | -- |
| Mar 2006 | $46.7M | $36.9M | $9.8M | 5 | -- |
| Jan 2005 | $46.8M | $38.1M | $8.7M | 5 | -- |
| Jul 2004 | $42.7M | $36M | $6.7M | 5 | -- |
| Jan 2004 | $42.7M | $36M | $6.7M | 5 | -- |
DateMar 2024
Total AUM$47.4M
Discretionary$44.2M
Non-Disc.$3.2M
Employees3
Clients3
DateMar 2023
Total AUM$44.1M
Discretionary$41.2M
Non-Disc.$2.9M
Employees3
Clients3
DateFeb 2022
Total AUM$52.1M
Discretionary$48.8M
Non-Disc.$3.4M
Employees4
Clients3
DateMar 2021
Total AUM$48.7M
Discretionary$45.7M
Non-Disc.$3M
Employees4
Clients3
DateNov 2020
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees1
Clients3
DateJun 2020
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees1
Clients3
DateMay 2020
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees1
Clients3
DateMar 2020
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees1
Clients3
DateMar 2019
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees1
Clients1
DateMar 2018
Total AUM$47.8M
Discretionary$34.9M
Non-Disc.$12.9M
Employees2
Clients0
DateMar 2017
Total AUM$48.6M
Discretionary$41.5M
Non-Disc.$7.1M
Employees3
Clients26
DateMar 2016
Total AUM$40.7M
Discretionary$33.2M
Non-Disc.$7.4M
Employees2
Clients100
DateMar 2015
Total AUM$47.1M
Discretionary$40.4M
Non-Disc.$6.7M
Employees2
Clients26
DateMar 2014
Total AUM$41.1M
Discretionary$32.8M
Non-Disc.$8.3M
Employees2
Clients26
DateJan 2013
Total AUM$35.2M
Discretionary$27.8M
Non-Disc.$7.5M
Employees2
Clients26
DateMar 2012
Total AUM$41M
Discretionary$25.7M
Non-Disc.$15.3M
Employees1
Clients26
DateApr 2011
Total AUM$42.3M
Discretionary$25.7M
Non-Disc.$16.5M
Employees5
Clients--
DateMar 2011
Total AUM$42.3M
Discretionary$25.7M
Non-Disc.$16.5M
Employees5
Clients--
DateJan 2008
Total AUM$60.2M
Discretionary$45.8M
Non-Disc.$14.4M
Employees5
Clients--
DateMar 2007
Total AUM$57.4M
Discretionary$45.1M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2006
Total AUM$46.7M
Discretionary$36.9M
Non-Disc.$9.8M
Employees5
Clients--
DateJan 2005
Total AUM$46.8M
Discretionary$38.1M
Non-Disc.$8.7M
Employees5
Clients--
DateJul 2004
Total AUM$42.7M
Discretionary$36M
Non-Disc.$6.7M
Employees5
Clients--
DateJan 2004
Total AUM$42.7M
Discretionary$36M
Non-Disc.$6.7M
Employees5
Clients--