MOUNT VERNON ASSOCIATES INC
CRD #107099 SEC #801-26821 BALTIMORE, MD 410-377-9780
SEC Registered
Total AUM
$234.4M
Discretionary
$234.4M
Employees
3
Clients
--
Accounts
126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $234.4M | $234.4M | $0 | 3 | 0 |
| Feb 2024 | $195.2M | $195.2M | $0 | 3 | 0 |
| Jan 2023 | $159.7M | $159.7M | $0 | 3 | 0 |
| Mar 2022 | $232.2M | $232.2M | $0 | 3 | 0 |
| Feb 2021 | $205.3M | $205.3M | $0 | 3 | 0 |
| Jun 2020 | $178.2M | $178.2M | $0 | 3 | 0 |
| Jun 2020 | $178.2M | $178.2M | $0 | 3 | 0 |
| Jun 2020 | $178.2M | $178.2M | $0 | 3 | 0 |
| Mar 2020 | $178.2M | $178.2M | $0 | 3 | 0 |
| Mar 2019 | $144.6M | $144.6M | $0 | 3 | 0 |
| Mar 2018 | $154.3M | $154.3M | $0 | 3 | 0 |
| Feb 2017 | $132.6M | $132.6M | $0 | 4 | 26 |
| Feb 2016 | $124.5M | $124.5M | $0 | 4 | 26 |
| Jul 2015 | $108.4M | $108.4M | $0 | 4 | 26 |
| Feb 2015 | $108.4M | $108.4M | $0 | 4 | 26 |
| Feb 2015 | $108.4M | $108.4M | $0 | 4 | 26 |
| Jul 2014 | $99.1M | $99.1M | $0 | 4 | 26 |
| Mar 2014 | $99.1M | $99.1M | $0 | 4 | 26 |
| Feb 2014 | $99.1M | $99.1M | $0 | 4 | 26 |
| Mar 2013 | $199M | $199M | $0 | 5 | 26 |
| Jul 2012 | $198.3M | $198.3M | $0 | 1 | 26 |
| Mar 2012 | $198.3M | $198.3M | $0 | 1 | 26 |
| Mar 2009 | $197.2M | $197.2M | $0 | 5 | -- |
| Jan 2007 | $277.5M | $277.5M | $0 | 5 | -- |
| Feb 2006 | $253.5M | $253.5M | $0 | 5 | -- |
| Mar 2002 | $203M | $203M | $0 | 5 | -- |
DateFeb 2025
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$232.2M
Discretionary$232.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees4
Clients26
DateJul 2015
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients26
DateFeb 2015
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients26
DateFeb 2015
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees5
Clients26
DateJul 2012
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2009
Total AUM$197.2M
Discretionary$197.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$253.5M
Discretionary$253.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees5
Clients--