BERGQUIST MICHAEL JOHN
Legal name: MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING
CRD #105585 SEC #801-28362 SANTA BARBARA, CA 805-568-5313
SEC Registered
Total AUM
$122.7M
Discretionary
$41.2M
Employees
1
Clients
11
Accounts
96
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2013 | $131.8M | $51.8M | $79.9M | 4 | 26 |
| Mar 2013 | $131.8M | $51.8M | $79.9M | 5 | 26 |
| Mar 2012 | $122.7M | $41.2M | $81.5M | 1 | 26 |
| Mar 2011 | $126.3M | $33.5M | $92.7M | 5 | -- |
| Mar 2009 | $84.8M | $35.6M | $49.1M | 5 | -- |
| Mar 2007 | $89M | $45.8M | $43.3M | 5 | -- |
| Sep 2005 | $73.8M | $41.2M | $32.6M | 5 | -- |
| Mar 2004 | $87.9M | $35.8M | $52.1M | 5 | -- |
| Mar 2002 | $61.7M | $24.4M | $37.3M | 5 | -- |
DateApr 2013
Total AUM$131.8M
Discretionary$51.8M
Non-Disc.$79.9M
Employees4
Clients26
DateMar 2013
Total AUM$131.8M
Discretionary$51.8M
Non-Disc.$79.9M
Employees5
Clients26
DateMar 2012
Total AUM$122.7M
Discretionary$41.2M
Non-Disc.$81.5M
Employees1
Clients26
DateMar 2011
Total AUM$126.3M
Discretionary$33.5M
Non-Disc.$92.7M
Employees5
Clients--
DateMar 2009
Total AUM$84.8M
Discretionary$35.6M
Non-Disc.$49.1M
Employees5
Clients--
DateMar 2007
Total AUM$89M
Discretionary$45.8M
Non-Disc.$43.3M
Employees5
Clients--
DateSep 2005
Total AUM$73.8M
Discretionary$41.2M
Non-Disc.$32.6M
Employees5
Clients--
DateMar 2004
Total AUM$87.9M
Discretionary$35.8M
Non-Disc.$52.1M
Employees5
Clients--
DateMar 2002
Total AUM$61.7M
Discretionary$24.4M
Non-Disc.$37.3M
Employees5
Clients--