AEQUUS WEALTH MANAGEMENT RESOURCES, LLC
CRD #106563 SEC #801-41118 CHICAGO, IL 312-664-4090
SEC Registered
Total AUM
$117.8M
Discretionary
$0
Employees
2
Clients
51
Accounts
277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2015 | $147.4M | $0 | $147.4M | 2 | 100 |
| Mar 2015 | $147.4M | $0 | $147.4M | 3 | 100 |
| Jun 2014 | $133.2M | $0 | $133.2M | 2 | 26 |
| Mar 2014 | $133.2M | $0 | $133.2M | 2 | 26 |
| Mar 2013 | $117.8M | $0 | $117.8M | 2 | 26 |
| Mar 2012 | $105.7M | $0 | $105.7M | 1 | 26 |
| Mar 2011 | $105.3M | $0 | $105.3M | 5 | -- |
| Jan 2011 | $95.6M | $0 | $95.6M | 5 | -- |
| Feb 2010 | $95.6M | $0 | $95.6M | 5 | -- |
| Feb 2009 | $80.6M | $0 | $80.6M | 5 | -- |
| Dec 2007 | $104.2M | $0 | $104.2M | 5 | -- |
| Mar 2007 | $104.2M | $0 | $104.2M | 5 | -- |
| Mar 2006 | $93.6M | $0 | $93.6M | 5 | -- |
| Dec 2005 | $86.8M | $0 | $86.8M | 5 | -- |
| Nov 2005 | $86.8M | $0 | $86.8M | 5 | -- |
| Sep 2005 | $86.8M | $0 | $86.8M | 5 | -- |
| Dec 2004 | $66.8M | $0 | $66.8M | 5 | -- |
DateJul 2015
Total AUM$147.4M
Discretionary$0
Non-Disc.$147.4M
Employees2
Clients100
DateMar 2015
Total AUM$147.4M
Discretionary$0
Non-Disc.$147.4M
Employees3
Clients100
DateJun 2014
Total AUM$133.2M
Discretionary$0
Non-Disc.$133.2M
Employees2
Clients26
DateMar 2014
Total AUM$133.2M
Discretionary$0
Non-Disc.$133.2M
Employees2
Clients26
DateMar 2013
Total AUM$117.8M
Discretionary$0
Non-Disc.$117.8M
Employees2
Clients26
DateMar 2012
Total AUM$105.7M
Discretionary$0
Non-Disc.$105.7M
Employees1
Clients26
DateMar 2011
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees5
Clients--
DateJan 2011
Total AUM$95.6M
Discretionary$0
Non-Disc.$95.6M
Employees5
Clients--
DateFeb 2010
Total AUM$95.6M
Discretionary$0
Non-Disc.$95.6M
Employees5
Clients--
DateFeb 2009
Total AUM$80.6M
Discretionary$0
Non-Disc.$80.6M
Employees5
Clients--
DateDec 2007
Total AUM$104.2M
Discretionary$0
Non-Disc.$104.2M
Employees5
Clients--
DateMar 2007
Total AUM$104.2M
Discretionary$0
Non-Disc.$104.2M
Employees5
Clients--
DateMar 2006
Total AUM$93.6M
Discretionary$0
Non-Disc.$93.6M
Employees5
Clients--
DateDec 2005
Total AUM$86.8M
Discretionary$0
Non-Disc.$86.8M
Employees5
Clients--
DateNov 2005
Total AUM$86.8M
Discretionary$0
Non-Disc.$86.8M
Employees5
Clients--
DateSep 2005
Total AUM$86.8M
Discretionary$0
Non-Disc.$86.8M
Employees5
Clients--
DateDec 2004
Total AUM$66.8M
Discretionary$0
Non-Disc.$66.8M
Employees5
Clients--