LOVELESS & CO INC
CRD #105411 SEC #801-72381 SAN FRANCISCO, CA 415-397-4949
SEC Registered
Total AUM
$69M
Discretionary
$62.6M
Employees
5
Clients
0
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $70.5M | $64M | $6.4M | 5 | -- |
| Jul 2011 | $69M | $62.6M | $6.4M | 5 | -- |
| May 2011 | $69M | $62.6M | $6.4M | 5 | -- |
| May 2011 | $69M | $62.6M | $6.4M | 5 | -- |
| Mar 2008 | $79.3M | $79.3M | $0 | 5 | -- |
| Mar 2004 | $73M | $72.5M | $420.4K | 5 | -- |
| May 2002 | $65.1M | $64.7M | $428.3K | 5 | -- |
| Jul 2001 | $68M | $67.6M | $495.8K | 5 | -- |
DateAug 2011
Total AUM$70.5M
Discretionary$64M
Non-Disc.$6.4M
Employees5
Clients--
DateJul 2011
Total AUM$69M
Discretionary$62.6M
Non-Disc.$6.4M
Employees5
Clients--
DateMay 2011
Total AUM$69M
Discretionary$62.6M
Non-Disc.$6.4M
Employees5
Clients--
DateMay 2011
Total AUM$69M
Discretionary$62.6M
Non-Disc.$6.4M
Employees5
Clients--
DateMar 2008
Total AUM$79.3M
Discretionary$79.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$73M
Discretionary$72.5M
Non-Disc.$420.4K
Employees5
Clients--
DateMay 2002
Total AUM$65.1M
Discretionary$64.7M
Non-Disc.$428.3K
Employees5
Clients--
DateJul 2001
Total AUM$68M
Discretionary$67.6M
Non-Disc.$495.8K
Employees5
Clients--