PARKER CARLSON & JOHNSON
CRD #105815 SEC #801-17956 DAYTON, OH 937-223-0600
SEC Registered
Total AUM
$288M
Discretionary
$247M
Employees
8
Clients
51
Accounts
333
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2015 | $288M | $247M | $41M | 8 | 300 |
| Mar 2015 | $288M | $247M | $41M | 8 | 300 |
| Mar 2014 | $274M | $234M | $40M | 8 | 300 |
| Oct 2013 | $265M | $226M | $39M | 8 | 400 |
| Oct 2013 | $265M | $226M | $39M | 8 | 400 |
| Apr 2013 | $241M | $209M | $32M | 8 | 400 |
| Mar 2013 | $241M | $209M | $32M | 8 | 400 |
| Mar 2012 | $224M | $196M | $28M | 6 | 300 |
| Mar 2011 | $204M | $176M | $28M | 10 | -- |
| Jan 2011 | $154M | $154M | $0 | 10 | -- |
| Oct 2010 | $154M | $154M | $0 | 10 | -- |
| Oct 2010 | $154M | $154M | $0 | 10 | -- |
| Mar 2008 | $203M | $175M | $28M | 10 | -- |
| Mar 2007 | $212.2M | $212.2M | $0 | 10 | -- |
| Jan 2007 | $205.5M | $205.5M | $0 | 10 | -- |
| Mar 2006 | $205.5M | $205.5M | $0 | 10 | -- |
| Dec 2005 | $206.8M | $206.8M | $0 | 10 | -- |
| Sep 2005 | $206.8M | $206.8M | $0 | 10 | -- |
| Mar 2004 | $188.1M | $188.1M | $0 | 10 | -- |
| Mar 2002 | $153.1M | $153.1M | $0 | 10 | -- |
DateNov 2015
Total AUM$288M
Discretionary$247M
Non-Disc.$41M
Employees8
Clients300
DateMar 2015
Total AUM$288M
Discretionary$247M
Non-Disc.$41M
Employees8
Clients300
DateMar 2014
Total AUM$274M
Discretionary$234M
Non-Disc.$40M
Employees8
Clients300
DateOct 2013
Total AUM$265M
Discretionary$226M
Non-Disc.$39M
Employees8
Clients400
DateOct 2013
Total AUM$265M
Discretionary$226M
Non-Disc.$39M
Employees8
Clients400
DateApr 2013
Total AUM$241M
Discretionary$209M
Non-Disc.$32M
Employees8
Clients400
DateMar 2013
Total AUM$241M
Discretionary$209M
Non-Disc.$32M
Employees8
Clients400
DateMar 2012
Total AUM$224M
Discretionary$196M
Non-Disc.$28M
Employees6
Clients300
DateMar 2011
Total AUM$204M
Discretionary$176M
Non-Disc.$28M
Employees10
Clients--
DateJan 2011
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$203M
Discretionary$175M
Non-Disc.$28M
Employees10
Clients--
DateMar 2007
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees10
Clients--