STEPHEN P. MOULTON & ASSOCIATES, LTD.
CRD #106955 SEC #801-47378 LEROY, NY 585-768-8760
SEC Registered
Total AUM
$35.9M
Discretionary
$34.6M
Employees
5
Clients
10
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2009 | $37.4M | $36.4M | $967.4K | 5 | -- |
| Mar 2008 | $42.8M | $41.5M | $1.2M | 5 | -- |
| Mar 2007 | $41.9M | $40.7M | $1.2M | 5 | -- |
| Sep 2005 | $35.9M | $34.6M | $1.2M | 5 | -- |
| Apr 2002 | $48.5M | $47.9M | $656.6K | 5 | -- |
| Mar 2002 | $48.5M | $47.9M | $656.6K | 5 | -- |
| Aug 2001 | $99.4M | $99.4M | $0 | 5 | -- |
DateMay 2009
Total AUM$37.4M
Discretionary$36.4M
Non-Disc.$967.4K
Employees5
Clients--
DateMar 2008
Total AUM$42.8M
Discretionary$41.5M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2007
Total AUM$41.9M
Discretionary$40.7M
Non-Disc.$1.2M
Employees5
Clients--
DateSep 2005
Total AUM$35.9M
Discretionary$34.6M
Non-Disc.$1.2M
Employees5
Clients--
DateApr 2002
Total AUM$48.5M
Discretionary$47.9M
Non-Disc.$656.6K
Employees5
Clients--
DateMar 2002
Total AUM$48.5M
Discretionary$47.9M
Non-Disc.$656.6K
Employees5
Clients--
DateAug 2001
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients--