THE BURNEY COMPANY
CRD #106945 SEC #801-10232 RESTON, VA 866-928-7639
SEC Registered
Total AUM
$3.1B
Discretionary
$3.1B
Employees
46
Clients
251
Accounts
4,389
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3.1B | $3.1B | $39.9M | 46 | 0 |
| May 2025 | $3.1B | $3.1B | $39.9M | 46 | 0 |
| Mar 2025 | $3.1B | $3.1B | $39.9M | 46 | 0 |
| Aug 2024 | $2.7B | $2.7B | $0 | 42 | 0 |
| Jul 2024 | $2.7B | $2.7B | $0 | 42 | 0 |
| Apr 2024 | $2.7B | $2.7B | $0 | 42 | 0 |
| Mar 2024 | $2.7B | $2.7B | $0 | 42 | 0 |
| Mar 2023 | $2.3B | $2.3B | $0 | 41 | 0 |
| Mar 2023 | $2.3B | $2.3B | $0 | 41 | 0 |
| Jan 2023 | $2.6B | $2.6B | $0 | 42 | 0 |
| Nov 2022 | $2.6B | $2.6B | $0 | 42 | 0 |
| Oct 2022 | $2.6B | $2.6B | $0 | 42 | 0 |
| Sep 2022 | $2.6B | $2.6B | $0 | 42 | 0 |
| Sep 2022 | $2.6B | $2.6B | $0 | 42 | 0 |
| Sep 2022 | $2.6B | $2.6B | $0 | 40 | 0 |
| Aug 2022 | $2.6B | $2.6B | $0 | 40 | 1,972 |
| Mar 2022 | $2.6B | $2.6B | $0 | 40 | 1,972 |
| Jan 2022 | $2.1B | $2.1B | $0 | 43 | 1,881 |
| Jul 2021 | $2.1B | $2.1B | $0 | 43 | 1,881 |
| Jun 2021 | $2.1B | $2.1B | $0 | 43 | 1,881 |
| Mar 2021 | $2.1B | $2.1B | $0 | 43 | 1,881 |
| Nov 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Oct 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Oct 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Jul 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Jul 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Jul 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Jun 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Jun 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Mar 2020 | $2.1B | $2.1B | $0 | 42 | 2,044 |
| Feb 2020 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Oct 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Sep 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Sep 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Aug 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Jul 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Jul 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Jul 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Jul 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| May 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Mar 2019 | $1.7B | $1.7B | $0 | 42 | 2,098 |
| Mar 2019 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Feb 2019 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Jan 2019 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Jan 2019 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Oct 2018 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Sep 2018 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| May 2018 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Mar 2018 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Mar 2018 | $1.9B | $1.9B | $0 | 42 | 2,181 |
| Sep 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Jul 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Jul 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Jul 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Jul 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| May 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Apr 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Mar 2017 | $1.7B | $1.7B | $0 | 40 | 2,900 |
| Mar 2017 | $1.7B | $1.7B | $0 | 40 | 3,400 |
| Feb 2017 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jan 2017 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jan 2017 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Dec 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Dec 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Dec 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Nov 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Oct 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Aug 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Aug 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jul 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jul 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jun 2016 | $1.6B | $1.6B | $0 | 40 | 3,300 |
| Jun 2016 | $1.5B | $1.5B | $0 | 40 | 3,300 |
| May 2016 | $1.5B | $1.5B | $0 | 40 | 3,300 |
| Mar 2016 | $1.5B | $1.5B | $0 | 40 | 3,300 |
| Mar 2016 | $1.5B | $1.5B | $0 | 40 | 3,300 |
| Dec 2015 | $1.5B | $1.5B | $0 | 40 | 3,700 |
| Mar 2015 | $1.5B | $1.5B | $0 | 40 | 3,700 |
| Mar 2015 | $1.5B | $1.5B | $0 | 40 | 3,700 |
| Feb 2015 | $1.3B | $1.3B | $0 | 40 | 3,500 |
| Dec 2014 | $1.3B | $1.3B | $0 | 40 | 3,500 |
| Oct 2014 | $1.3B | $1.3B | $0 | 40 | 3,500 |
| Jul 2014 | $1.3B | $1.3B | $0 | 40 | 3,300 |
| May 2014 | $1.3B | $1.3B | $0 | 40 | 3,300 |
| Apr 2014 | $1.2B | $1.2B | $0 | 40 | 3,300 |
| Mar 2014 | $1.2B | $1.2B | $0 | 40 | 3,300 |
| Aug 2013 | $961.7M | $961.7M | $0 | 40 | 3,100 |
| Mar 2013 | $799M | $799M | $0 | 40 | 3,100 |
| Mar 2013 | $799M | $799M | $0 | 40 | 3,100 |
| Feb 2013 | $843.2M | $843.2M | $0 | 40 | 3,400 |
| Nov 2012 | $843.2M | $843.2M | $0 | 40 | 3,400 |
| Nov 2012 | $843.2M | $843.2M | $0 | 40 | 3,400 |
| Oct 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Sep 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Jul 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Jun 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Jun 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| May 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Mar 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Mar 2012 | $843.2M | $843.2M | $0 | 11 | 3,400 |
| Jan 2012 | $707M | $707M | $0 | 11 | 3,400 |
| Aug 2011 | $707M | $707M | $0 | -- | -- |
| Aug 2011 | $707M | $707M | $0 | -- | -- |
| Mar 2011 | $707M | $707M | $0 | -- | -- |
| Mar 2011 | $707M | $707M | $0 | -- | -- |
| Oct 2009 | $419M | $419M | $0 | -- | -- |
| Sep 2009 | $419M | $419M | $0 | -- | -- |
| Jun 2009 | $419M | $419M | $0 | -- | -- |
| Apr 2009 | $419M | $419M | $0 | -- | -- |
| Apr 2009 | $419M | $419M | $0 | -- | -- |
| Apr 2009 | $419M | $419M | $0 | -- | -- |
| Apr 2009 | $419M | $419M | $0 | -- | -- |
| Jan 2008 | $503.6M | $503.6M | $0 | -- | -- |
| Jan 2008 | $503.6M | $503.6M | $0 | -- | -- |
| Sep 2007 | $503.6M | $503.6M | $0 | -- | -- |
| Aug 2007 | $503.6M | $503.6M | $0 | -- | -- |
| Aug 2007 | $503.6M | $503.6M | $0 | -- | -- |
| May 2007 | $503.6M | $503.6M | $0 | -- | -- |
| May 2007 | $503.6M | $503.6M | $0 | -- | -- |
| Apr 2007 | $503.6M | $503.6M | $0 | -- | -- |
| Mar 2007 | $503.6M | $503.6M | $0 | -- | -- |
| Jan 2007 | $418M | $418M | $0 | -- | -- |
| Mar 2006 | $418M | $418M | $0 | -- | -- |
| Mar 2006 | $418M | $418M | $0 | -- | -- |
| Feb 2006 | $418M | $418M | $0 | -- | -- |
| Feb 2006 | $418M | $418M | $0 | -- | -- |
| Feb 2006 | $418M | $418M | $0 | -- | -- |
| Jan 2006 | $418M | $418M | $0 | -- | -- |
| Sep 2005 | $375.4M | $375.4M | $0 | -- | -- |
| Sep 2005 | $375.4M | $375.4M | $0 | -- | -- |
| May 2005 | $375.4M | $375.4M | $0 | -- | -- |
| Feb 2005 | $375.4M | $375.4M | $0 | -- | -- |
| Feb 2005 | $375.4M | $375.4M | $0 | -- | -- |
| Jan 2005 | $315.9M | $315.9M | $0 | -- | -- |
| Mar 2004 | $315.9M | $315.9M | $0 | -- | -- |
| Apr 2002 | $373M | $373M | $0 | 5 | -- |
| Mar 2002 | $325.5M | $325.5M | $0 | 5 | -- |
DateAug 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$39.9M
Employees46
Clients0
DateMay 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$39.9M
Employees46
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$39.9M
Employees46
Clients0
DateAug 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees42
Clients0
DateJul 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees42
Clients0
DateApr 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees42
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees42
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees41
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees41
Clients0
DateJan 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees42
Clients0
DateNov 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees42
Clients0
DateOct 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees42
Clients0
DateSep 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees42
Clients0
DateSep 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees42
Clients0
DateSep 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees40
Clients0
DateAug 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees40
Clients1,972
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees40
Clients1,972
DateJan 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees43
Clients1,881
DateJul 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees43
Clients1,881
DateJun 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees43
Clients1,881
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees43
Clients1,881
DateNov 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees42
Clients2,044
DateFeb 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateOct 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateAug 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateMay 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees42
Clients2,098
DateMar 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateFeb 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateJan 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateJan 2019
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateOct 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateSep 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateMay 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees42
Clients2,181
DateSep 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateMay 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateApr 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients2,900
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients3,400
DateFeb 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateDec 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateDec 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateDec 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateNov 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateOct 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateAug 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateAug 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJul 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJul 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJun 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees40
Clients3,300
DateJun 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,300
DateMay 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,300
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,300
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,300
DateDec 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,700
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,700
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients3,700
DateFeb 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients3,500
DateDec 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients3,500
DateOct 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients3,500
DateJul 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients3,300
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients3,300
DateApr 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees40
Clients3,300
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees40
Clients3,300
DateAug 2013
Total AUM$961.7M
Discretionary$961.7M
Non-Disc.$0
Employees40
Clients3,100
DateMar 2013
Total AUM$799M
Discretionary$799M
Non-Disc.$0
Employees40
Clients3,100
DateMar 2013
Total AUM$799M
Discretionary$799M
Non-Disc.$0
Employees40
Clients3,100
DateFeb 2013
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees40
Clients3,400
DateNov 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees40
Clients3,400
DateNov 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees40
Clients3,400
DateOct 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateSep 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateJul 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateJun 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateJun 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateMay 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateMar 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateMar 2012
Total AUM$843.2M
Discretionary$843.2M
Non-Disc.$0
Employees11
Clients3,400
DateJan 2012
Total AUM$707M
Discretionary$707M
Non-Disc.$0
Employees11
Clients3,400
DateAug 2011
Total AUM$707M
Discretionary$707M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$707M
Discretionary$707M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$707M
Discretionary$707M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$707M
Discretionary$707M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$419M
Discretionary$419M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$503.6M
Discretionary$503.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$375.4M
Discretionary$375.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$315.9M
Discretionary$315.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$373M
Discretionary$373M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees5
Clients--