DATATEX INVESTMENT SERVICES INC
CRD #105440 SEC #801-31747 CLAYTON, MO 314-236-2400
SEC Registered Disclosures
Total AUM
$39M
Discretionary
$39M
Employees
25
Clients
0
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $39M | $39M | $0 | 25 | 0 |
| Mar 2022 | $39M | $39M | $0 | 25 | 0 |
| Mar 2021 | $45.6M | $45.6M | $0 | 16 | 0 |
| Sep 2020 | $26.7M | $26.7M | $0 | 18 | 0 |
| Jul 2020 | $26.7M | $26.7M | $0 | 18 | 0 |
| Jul 2020 | $26.7M | $26.7M | $0 | 18 | 0 |
| Jun 2020 | $26.7M | $26.7M | $0 | 18 | 0 |
| Mar 2020 | $26.7M | $26.7M | $0 | 18 | 0 |
| Sep 2019 | $36.3M | $36.3M | $0 | 4 | 500 |
| Apr 2019 | $36.3M | $36.3M | $0 | 4 | 500 |
| Mar 2019 | $36.3M | $36.3M | $0 | 4 | 500 |
| Nov 2018 | $24.7M | $24.7M | $0 | 4 | 500 |
| Jul 2018 | $24.7M | $24.7M | $0 | 4 | 500 |
| Mar 2018 | $24.7M | $24.7M | $0 | 4 | 500 |
| Feb 2018 | $28.6M | $28.6M | $0 | 4 | 500 |
| Mar 2017 | $28.6M | $28.6M | $0 | 4 | 500 |
| Nov 2016 | $26M | $26M | $0 | 4 | 400 |
| Mar 2016 | $26M | $26M | $0 | 4 | 400 |
| Mar 2015 | $30.9M | $30.9M | $0 | 4 | 500 |
| Mar 2014 | $33.5M | $33.5M | $0 | 4 | 500 |
| Apr 2013 | $39M | $39M | $0 | 4 | 800 |
| Mar 2012 | $31M | $31M | $0 | 1 | 1,000 |
| Jun 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Mar 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Mar 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Jan 2011 | $42.1M | $42.1M | $0 | 5 | -- |
| Mar 2010 | $42.1M | $42.1M | $0 | 5 | -- |
| Mar 2009 | $37M | $37M | $0 | 5 | -- |
| Mar 2007 | $72M | $72M | $0 | 5 | -- |
| Feb 2006 | $72M | $72M | $0 | 5 | -- |
| Jan 2006 | $72M | $72M | $0 | 5 | -- |
| Sep 2005 | $72M | $72M | $0 | 5 | -- |
| Apr 2002 | $73.7M | $73.7M | $0 | 5 | -- |
| Mar 2002 | $73.7M | $73.7M | $0 | 5 | -- |
DateMar 2023
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees25
Clients0
DateMar 2021
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees16
Clients0
DateSep 2020
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees18
Clients0
DateSep 2019
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees4
Clients500
DateApr 2019
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees4
Clients500
DateMar 2019
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees4
Clients500
DateNov 2018
Total AUM$24.7M
Discretionary$24.7M
Non-Disc.$0
Employees4
Clients500
DateJul 2018
Total AUM$24.7M
Discretionary$24.7M
Non-Disc.$0
Employees4
Clients500
DateMar 2018
Total AUM$24.7M
Discretionary$24.7M
Non-Disc.$0
Employees4
Clients500
DateFeb 2018
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees4
Clients500
DateMar 2017
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees4
Clients500
DateNov 2016
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees4
Clients500
DateMar 2014
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees4
Clients500
DateApr 2013
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees4
Clients800
DateMar 2012
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees1
Clients1,000
DateJun 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees5
Clients--