THE HEADLANDS GROUP, INC
CRD #105630 SEC #801-25385 LARKSPUR, CA 415-464-9144
SEC Registered
Total AUM
$57M
Discretionary
$56.7M
Employees
1
Clients
26
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $57M | $56.7M | $324.1K | 1 | 26 |
| Jun 2012 | $57M | $56.7M | $324.1K | 1 | 26 |
| May 2012 | $57M | $56.7M | $324.1K | 1 | 26 |
| Mar 2012 | $57M | $56.7M | $324.1K | 1 | 26 |
| Mar 2011 | $60.5M | $60.2M | $312.4K | 5 | -- |
| Mar 2009 | $43.4M | $43.1M | $291.5K | 5 | -- |
| Mar 2007 | $58.2M | $56.9M | $1.3M | 5 | -- |
| Mar 2006 | $40M | $39.7M | $265.7K | 5 | -- |
| Mar 2004 | $35.5M | $33.7M | $1.7M | 5 | -- |
DateJun 2012
Total AUM$57M
Discretionary$56.7M
Non-Disc.$324.1K
Employees1
Clients26
DateJun 2012
Total AUM$57M
Discretionary$56.7M
Non-Disc.$324.1K
Employees1
Clients26
DateMay 2012
Total AUM$57M
Discretionary$56.7M
Non-Disc.$324.1K
Employees1
Clients26
DateMar 2012
Total AUM$57M
Discretionary$56.7M
Non-Disc.$324.1K
Employees1
Clients26
DateMar 2011
Total AUM$60.5M
Discretionary$60.2M
Non-Disc.$312.4K
Employees5
Clients--
DateMar 2009
Total AUM$43.4M
Discretionary$43.1M
Non-Disc.$291.5K
Employees5
Clients--
DateMar 2007
Total AUM$58.2M
Discretionary$56.9M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2006
Total AUM$40M
Discretionary$39.7M
Non-Disc.$265.7K
Employees5
Clients--
DateMar 2004
Total AUM$35.5M
Discretionary$33.7M
Non-Disc.$1.7M
Employees5
Clients--