SECURITY ASSET MANAGEMENT, INC.
CRD #107162 SEC #801-37198 NEW YORK, NY 212-644-5444
SEC Registered
Total AUM
$295.5M
Discretionary
$285.7M
Employees
4
Clients
--
Accounts
106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $295.5M | $285.7M | $9.8M | 4 | 0 |
| Feb 2022 | $295.5M | $285.7M | $9.8M | 4 | 0 |
| Oct 2021 | $284.8M | $271.7M | $13.1M | 4 | 0 |
| Feb 2021 | $284.8M | $271.7M | $13.1M | 4 | 0 |
| Jun 2020 | $233.8M | $225.8M | $7.9M | 5 | 0 |
| Mar 2020 | $233.8M | $225.8M | $7.9M | 5 | 0 |
| Feb 2019 | $179.5M | $172.6M | $6.9M | 5 | 0 |
| Mar 2018 | $175.2M | $167.9M | $7.3M | 5 | 0 |
| Feb 2017 | $150.9M | $141M | $9.9M | 5 | 26 |
| Mar 2016 | $141.6M | $128.5M | $13.1M | 5 | 26 |
| Feb 2015 | $149.1M | $135.5M | $13.6M | 5 | 26 |
| Jan 2014 | $141.7M | $128.5M | $13.2M | 5 | 26 |
| Mar 2013 | $108.9M | $97.4M | $11.5M | 5 | 26 |
| Mar 2012 | $132.5M | $123.7M | $8.8M | 1 | 26 |
| Nov 2011 | $179M | $167.6M | $11.3M | 1 | 26 |
| Jul 2011 | $179M | $167.6M | $11.3M | 5 | -- |
| Mar 2011 | $179M | $167.6M | $11.3M | 5 | -- |
| Apr 2009 | $261.3M | $238.7M | $22.6M | 5 | -- |
| Mar 2008 | $453.5M | $434.9M | $18.6M | 10 | -- |
| Sep 2007 | $713.5M | $683.9M | $29.6M | 10 | -- |
| Apr 2007 | $713.5M | $683.9M | $29.6M | 10 | -- |
| Mar 2006 | $904.2M | $874.4M | $29.8M | 10 | -- |
| May 2005 | $923.6M | $882.6M | $41M | 10 | -- |
| Mar 2004 | $924M | $887M | $37M | 10 | -- |
| Apr 2002 | $1.1B | $1.1B | $48M | 10 | -- |
| Mar 2002 | $1.1B | $1.1B | $48M | 10 | -- |
DateMar 2023
Total AUM$295.5M
Discretionary$285.7M
Non-Disc.$9.8M
Employees4
Clients0
DateFeb 2022
Total AUM$295.5M
Discretionary$285.7M
Non-Disc.$9.8M
Employees4
Clients0
DateOct 2021
Total AUM$284.8M
Discretionary$271.7M
Non-Disc.$13.1M
Employees4
Clients0
DateFeb 2021
Total AUM$284.8M
Discretionary$271.7M
Non-Disc.$13.1M
Employees4
Clients0
DateJun 2020
Total AUM$233.8M
Discretionary$225.8M
Non-Disc.$7.9M
Employees5
Clients0
DateMar 2020
Total AUM$233.8M
Discretionary$225.8M
Non-Disc.$7.9M
Employees5
Clients0
DateFeb 2019
Total AUM$179.5M
Discretionary$172.6M
Non-Disc.$6.9M
Employees5
Clients0
DateMar 2018
Total AUM$175.2M
Discretionary$167.9M
Non-Disc.$7.3M
Employees5
Clients0
DateFeb 2017
Total AUM$150.9M
Discretionary$141M
Non-Disc.$9.9M
Employees5
Clients26
DateMar 2016
Total AUM$141.6M
Discretionary$128.5M
Non-Disc.$13.1M
Employees5
Clients26
DateFeb 2015
Total AUM$149.1M
Discretionary$135.5M
Non-Disc.$13.6M
Employees5
Clients26
DateJan 2014
Total AUM$141.7M
Discretionary$128.5M
Non-Disc.$13.2M
Employees5
Clients26
DateMar 2013
Total AUM$108.9M
Discretionary$97.4M
Non-Disc.$11.5M
Employees5
Clients26
DateMar 2012
Total AUM$132.5M
Discretionary$123.7M
Non-Disc.$8.8M
Employees1
Clients26
DateNov 2011
Total AUM$179M
Discretionary$167.6M
Non-Disc.$11.3M
Employees1
Clients26
DateJul 2011
Total AUM$179M
Discretionary$167.6M
Non-Disc.$11.3M
Employees5
Clients--
DateMar 2011
Total AUM$179M
Discretionary$167.6M
Non-Disc.$11.3M
Employees5
Clients--
DateApr 2009
Total AUM$261.3M
Discretionary$238.7M
Non-Disc.$22.6M
Employees5
Clients--
DateMar 2008
Total AUM$453.5M
Discretionary$434.9M
Non-Disc.$18.6M
Employees10
Clients--
DateSep 2007
Total AUM$713.5M
Discretionary$683.9M
Non-Disc.$29.6M
Employees10
Clients--
DateApr 2007
Total AUM$713.5M
Discretionary$683.9M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2006
Total AUM$904.2M
Discretionary$874.4M
Non-Disc.$29.8M
Employees10
Clients--
DateMay 2005
Total AUM$923.6M
Discretionary$882.6M
Non-Disc.$41M
Employees10
Clients--
DateMar 2004
Total AUM$924M
Discretionary$887M
Non-Disc.$37M
Employees10
Clients--
DateApr 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$48M
Employees10
Clients--
DateMar 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$48M
Employees10
Clients--