ALLOCATION PLUS ASSET MANAGEMENT CO INC
CRD #106767 SEC #801-45877 BOSTON, MA 617-723-1407
SEC Registered
Total AUM
$108.5M
Discretionary
$0
Employees
5
Clients
0
Accounts
1,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2004 | $85.8M | $52M | $33.8M | 5 | -- |
| Mar 2002 | $108.5M | $0 | $108.5M | 5 | -- |
| Oct 2001 | $101.1M | $0 | $101.1M | 5 | -- |
| Sep 2001 | $101.1M | $0 | $101.1M | 5 | -- |
DateMar 2004
Total AUM$85.8M
Discretionary$52M
Non-Disc.$33.8M
Employees5
Clients--
DateMar 2002
Total AUM$108.5M
Discretionary$0
Non-Disc.$108.5M
Employees5
Clients--
DateOct 2001
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees5
Clients--
DateSep 2001
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees5
Clients--