STEWART J INVESTMENTS
CRD #105379 SEC #801-14844 SAN FRANCISCO, CA 415-982-4223
SEC Registered
Total AUM
$86.5M
Discretionary
$86.5M
Employees
10
Clients
51
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $85.9M | $85.9M | $0 | 5 | -- |
| Apr 2007 | $85.9M | $85.9M | $0 | 10 | -- |
| Dec 2006 | $85.9M | $85.9M | $0 | 10 | -- |
| Feb 2006 | $82.2M | $82.2M | $0 | 10 | -- |
| Jan 2006 | $82.2M | $82.2M | $0 | 10 | -- |
| Sep 2005 | $86.5M | $86.5M | $0 | 10 | -- |
| Jan 2005 | $86.5M | $0 | $86.5M | 10 | -- |
| Jan 2004 | $88.5M | $0 | $88.5M | 10 | -- |
DateJan 2008
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$86.5M
Discretionary$0
Non-Disc.$86.5M
Employees10
Clients--
DateJan 2004
Total AUM$88.5M
Discretionary$0
Non-Disc.$88.5M
Employees10
Clients--