MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD #106389 SEC #801-121421 BROOKVILLE, OH 937-833-4043
SEC Registered
Total AUM
$189M
Discretionary
$186.6M
Employees
5
Clients
10
Accounts
1,068
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189M | $186.6M | $2.4M | 5 | 1 |
| Mar 2024 | $153.3M | $151.4M | $1.9M | 4 | 0 |
| Mar 2023 | $130.3M | $130.3M | $0 | 4 | 1 |
| Mar 2022 | $157.6M | $157.6M | $0 | 4 | 1 |
| May 2021 | $109.2M | $109.2M | $0 | 4 | 1 |
| Jul 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Jun 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Jun 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Apr 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Mar 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Mar 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Mar 2012 | $60.4M | $60.4M | $0 | 1 | 400 |
| Mar 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| Jul 2010 | $57.9M | $57.9M | $0 | 5 | -- |
| Mar 2009 | $28.4M | $28.4M | $0 | 5 | -- |
| Mar 2008 | $28.1M | $28.1M | $0 | 5 | -- |
| Mar 2007 | $33.4M | $33.4M | $0 | 5 | -- |
| Nov 2006 | $34.7M | $34.7M | $0 | 5 | -- |
| Mar 2006 | $34.7M | $34.7M | $0 | 5 | -- |
| Mar 2004 | $35M | $35M | $0 | 5 | -- |
| Mar 2002 | $31.2M | $31.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$189M
Discretionary$186.6M
Non-Disc.$2.4M
Employees5
Clients1
DateMar 2024
Total AUM$153.3M
Discretionary$151.4M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2023
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees4
Clients1
DateMay 2021
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees4
Clients1
DateJul 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateJun 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateJun 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees1
Clients400
DateMar 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees5
Clients--