WAKLEY & ROBERTON INC
CRD #105318 SEC #801-13697 MOUNTLAKE TERRACE, WA 425-582-5839
SEC Registered
Total AUM
$106.5M
Discretionary
$106.5M
Employees
2
Clients
--
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $109.6M | $109.6M | $0 | 2 | 26 |
| Nov 2016 | $106.5M | $106.5M | $0 | 2 | 26 |
| Mar 2016 | $106.5M | $106.5M | $0 | 2 | 26 |
| Apr 2015 | $112M | $112M | $0 | 2 | 26 |
| Mar 2015 | $112M | $112M | $0 | 2 | 26 |
| Mar 2014 | $106.6M | $106.6M | $0 | 2 | 26 |
| Mar 2013 | $94M | $94M | $0 | 2 | 26 |
| Mar 2012 | $100.4M | $100.4M | $0 | 1 | 26 |
| Mar 2008 | $100.5M | $100.5M | $0 | 5 | -- |
| Mar 2007 | $99.1M | $99.1M | $0 | 5 | -- |
| Mar 2006 | $102.5M | $102.5M | $0 | 5 | -- |
| Sep 2005 | $108.4M | $108.4M | $0 | 5 | -- |
| Mar 2002 | $132.4M | $132.4M | $0 | 5 | -- |
DateMar 2017
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees2
Clients26
DateNov 2016
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2008
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees5
Clients--