LEIST ALAN R PLANNING GROUP INC
CRD #105909 SEC #801-21192 UTICA, NY 315-735-7553
SEC Registered
Total AUM
$276.4M
Discretionary
$28.9M
Employees
10
Clients
251
Accounts
2,630
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2010 | $190.6M | $32M | $158.6M | 10 | -- |
| Nov 2010 | $190.6M | $32M | $158.6M | 10 | -- |
| Jun 2010 | $190.6M | $32M | $158.6M | 10 | -- |
| Dec 2007 | $322.8M | $38.5M | $284.3M | 10 | -- |
| Nov 2007 | $276.4M | $28.9M | $247.5M | 10 | -- |
| Jan 2007 | $276.4M | $28.9M | $247.5M | 10 | -- |
| Dec 2006 | $276.4M | $28.9M | $247.5M | 10 | -- |
| Dec 2005 | $97.7M | $0 | $97.7M | 5 | -- |
| Jun 2005 | $101.3M | $0 | $101.3M | 5 | -- |
| Jun 2005 | $101.3M | $0 | $101.3M | 5 | -- |
| Dec 2004 | $202.8M | $0 | $202.8M | 5 | -- |
| Dec 2003 | $160.2M | $0 | $160.2M | 5 | -- |
| May 2002 | $193.5M | $0 | $193.5M | 5 | -- |
DateDec 2010
Total AUM$190.6M
Discretionary$32M
Non-Disc.$158.6M
Employees10
Clients--
DateNov 2010
Total AUM$190.6M
Discretionary$32M
Non-Disc.$158.6M
Employees10
Clients--
DateJun 2010
Total AUM$190.6M
Discretionary$32M
Non-Disc.$158.6M
Employees10
Clients--
DateDec 2007
Total AUM$322.8M
Discretionary$38.5M
Non-Disc.$284.3M
Employees10
Clients--
DateNov 2007
Total AUM$276.4M
Discretionary$28.9M
Non-Disc.$247.5M
Employees10
Clients--
DateJan 2007
Total AUM$276.4M
Discretionary$28.9M
Non-Disc.$247.5M
Employees10
Clients--
DateDec 2006
Total AUM$276.4M
Discretionary$28.9M
Non-Disc.$247.5M
Employees10
Clients--
DateDec 2005
Total AUM$97.7M
Discretionary$0
Non-Disc.$97.7M
Employees5
Clients--
DateJun 2005
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees5
Clients--
DateJun 2005
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees5
Clients--
DateDec 2004
Total AUM$202.8M
Discretionary$0
Non-Disc.$202.8M
Employees5
Clients--
DateDec 2003
Total AUM$160.2M
Discretionary$0
Non-Disc.$160.2M
Employees5
Clients--
DateMay 2002
Total AUM$193.5M
Discretionary$0
Non-Disc.$193.5M
Employees5
Clients--