WASMER, SCHROEDER & COMPANY, LLC
Legal name: WASMER SCHROEDER
CRD #105323 SEC #801-32554 NAPLES, FL 239-263-6877
SEC Registered
Total AUM
$10.5B
Discretionary
$10.5B
Employees
67
Clients
0
Accounts
5,185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $66.5M | $66.5M | $0 | 10 | 0 |
| Jun 2020 | $10.5B | $10.5B | $51.6M | 67 | 0 |
| Mar 2020 | $10.5B | $10.5B | $51.6M | 67 | 0 |
| Jan 2020 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| Sep 2019 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| Jul 2019 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| May 2019 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| Apr 2019 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| Feb 2019 | $8.9B | $8.8B | $56.7M | 67 | 0 |
| Oct 2018 | $8.3B | $8.3B | $59.1M | 63 | 1 |
| Sep 2018 | $8.3B | $8.3B | $59.1M | 63 | 1 |
| Jul 2018 | $8.3B | $8.3B | $59.1M | 63 | 1 |
| Mar 2018 | $8.3B | $8.3B | $59.1M | 63 | 1 |
| Sep 2017 | $7.6B | $7.5B | $102.7M | 55 | 3,800 |
| Aug 2017 | $7.6B | $7.5B | $102.7M | 55 | 3,800 |
| Mar 2017 | $7.6B | $7.5B | $102.7M | 55 | 3,800 |
| Feb 2017 | $7.6B | $7.5B | $102.7M | 55 | 3,800 |
| Feb 2017 | $5.8B | $5.6B | $113.3M | 46 | 2,400 |
| Aug 2016 | $5.8B | $5.6B | $113.3M | 46 | 2,400 |
| Aug 2016 | $5.8B | $5.6B | $113.3M | 46 | 2,400 |
| Mar 2016 | $5.8B | $5.6B | $113.3M | 46 | 2,400 |
| Nov 2015 | $5.2B | $5.1B | $53.3M | 42 | 2,100 |
| Sep 2015 | $5.2B | $5.1B | $53.3M | 42 | 2,100 |
| Jul 2015 | $5.2B | $5.1B | $53.3M | 42 | 2,100 |
| Mar 2015 | $5.2B | $5.1B | $53.3M | 42 | 2,100 |
| Jan 2015 | $4.5B | $4.5B | $31.5M | 42 | 1,900 |
| Aug 2014 | $4.5B | $4.5B | $31.5M | 41 | 1,900 |
| Jun 2014 | $4.5B | $4.5B | $31.5M | 41 | 1,900 |
| Apr 2014 | $4.5B | $4.5B | $31.5M | 41 | 1,900 |
| Apr 2014 | $4.5B | $4.5B | $31.5M | 41 | 1,900 |
| Mar 2014 | $4.5B | $4.5B | $31.5M | 41 | 1,900 |
| Mar 2013 | $4.5B | $4.5B | $25.6M | 43 | 1,700 |
| Oct 2012 | $4.1B | $4.1B | $28.2M | 11 | 1,500 |
| Oct 2012 | $4.1B | $4.1B | $28.2M | 11 | 1,500 |
| Aug 2012 | $4.1B | $4.1B | $28.2M | 11 | 1,500 |
| Apr 2012 | $4.1B | $4.1B | $28.2M | 11 | 1,500 |
| Mar 2012 | $4.1B | $4.1B | $28.2M | 11 | 1,500 |
| Mar 2011 | $3.8B | $3.7B | $26.2M | -- | -- |
| Jan 2011 | $3.4B | $3.3B | $24.7M | -- | -- |
| Oct 2010 | $3.4B | $3.3B | $24.7M | -- | -- |
| Jun 2010 | $3.4B | $3.3B | $24.7M | -- | -- |
| May 2010 | $3.4B | $3.3B | $24.7M | -- | -- |
| Mar 2009 | $2.5B | $2.4B | $21.5M | -- | -- |
| Mar 2008 | $2B | $2B | $32.8M | -- | -- |
| Jan 2008 | $1.4B | $1.4B | $24.3M | -- | -- |
| Dec 2007 | $1.4B | $1.4B | $24.3M | -- | -- |
| Apr 2007 | $1.4B | $1.4B | $24.3M | -- | -- |
| Mar 2007 | $1.4B | $1.4B | $24.3M | -- | -- |
| Feb 2007 | $1.1B | $1.1B | $24.5M | -- | -- |
| Dec 2006 | $1.1B | $1.1B | $24.5M | -- | -- |
| Mar 2006 | $1.1B | $1.1B | $24.5M | -- | -- |
| Dec 2005 | $774.9M | $750.4M | $24.5M | -- | -- |
| Apr 2004 | $546.7M | $528.1M | $18.7M | -- | -- |
| Apr 2004 | $546.7M | $528.1M | $18.7M | -- | -- |
| Mar 2004 | $546.7M | $528.1M | $18.7M | -- | -- |
| Mar 2002 | $282.8M | $265.7M | $17.2M | 10 | -- |
| Jul 2001 | $221.9M | $204.7M | $17.2M | 10 | -- |
DateJul 2020
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$51.6M
Employees67
Clients0
DateMar 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$51.6M
Employees67
Clients0
DateJan 2020
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateSep 2019
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateJul 2019
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateMay 2019
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateApr 2019
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateFeb 2019
Total AUM$8.9B
Discretionary$8.8B
Non-Disc.$56.7M
Employees67
Clients0
DateOct 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$59.1M
Employees63
Clients1
DateSep 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$59.1M
Employees63
Clients1
DateJul 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$59.1M
Employees63
Clients1
DateMar 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$59.1M
Employees63
Clients1
DateSep 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$102.7M
Employees55
Clients3,800
DateAug 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$102.7M
Employees55
Clients3,800
DateMar 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$102.7M
Employees55
Clients3,800
DateFeb 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$102.7M
Employees55
Clients3,800
DateFeb 2017
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$113.3M
Employees46
Clients2,400
DateAug 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$113.3M
Employees46
Clients2,400
DateAug 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$113.3M
Employees46
Clients2,400
DateMar 2016
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$113.3M
Employees46
Clients2,400
DateNov 2015
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$53.3M
Employees42
Clients2,100
DateSep 2015
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$53.3M
Employees42
Clients2,100
DateJul 2015
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$53.3M
Employees42
Clients2,100
DateMar 2015
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$53.3M
Employees42
Clients2,100
DateJan 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees42
Clients1,900
DateAug 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees41
Clients1,900
DateJun 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees41
Clients1,900
DateApr 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees41
Clients1,900
DateApr 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees41
Clients1,900
DateMar 2014
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$31.5M
Employees41
Clients1,900
DateMar 2013
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$25.6M
Employees43
Clients1,700
DateOct 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$28.2M
Employees11
Clients1,500
DateOct 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$28.2M
Employees11
Clients1,500
DateAug 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$28.2M
Employees11
Clients1,500
DateApr 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$28.2M
Employees11
Clients1,500
DateMar 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$28.2M
Employees11
Clients1,500
DateMar 2011
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$26.2M
Employees--
Clients--
DateJan 2011
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$24.7M
Employees--
Clients--
DateOct 2010
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$24.7M
Employees--
Clients--
DateJun 2010
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$24.7M
Employees--
Clients--
DateMay 2010
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$24.7M
Employees--
Clients--
DateMar 2009
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$21.5M
Employees--
Clients--
DateMar 2008
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees--
Clients--
DateJan 2008
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$24.3M
Employees--
Clients--
DateDec 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$24.3M
Employees--
Clients--
DateApr 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$24.3M
Employees--
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$24.3M
Employees--
Clients--
DateFeb 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.5M
Employees--
Clients--
DateDec 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.5M
Employees--
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.5M
Employees--
Clients--
DateDec 2005
Total AUM$774.9M
Discretionary$750.4M
Non-Disc.$24.5M
Employees--
Clients--
DateApr 2004
Total AUM$546.7M
Discretionary$528.1M
Non-Disc.$18.7M
Employees--
Clients--
DateApr 2004
Total AUM$546.7M
Discretionary$528.1M
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2004
Total AUM$546.7M
Discretionary$528.1M
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2002
Total AUM$282.8M
Discretionary$265.7M
Non-Disc.$17.2M
Employees10
Clients--
DateJul 2001
Total AUM$221.9M
Discretionary$204.7M
Non-Disc.$17.2M
Employees10
Clients--