SAVANT CAPITAL, LLC
Legal name: SAVANT WEALTH MANAGEMENT
CRD #107271 SEC #801-43144 ROCKFORD, IL 815-227-0300
SEC Registered
Total AUM
$37.1B
Discretionary
$37B
Employees
565
Clients
--
Accounts
65,929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $37.1B | $37B | $101.8M | 565 | 384 |
| Sep 2025 | $33B | $32.9B | $66.6M | 565 | 384 |
| Aug 2025 | $33B | $32.9B | $66.6M | 565 | 384 |
| Jun 2025 | $29.6B | $29.6B | $51.3M | 565 | 384 |
| May 2025 | $29.6B | $29.6B | $51.3M | 565 | 384 |
| Mar 2025 | $29.1B | $29B | $34.4M | 565 | 384 |
| Feb 2025 | $29.1B | $29B | $34.4M | 543 | 230 |
| Dec 2024 | $28.6B | $28.6B | $27.1M | 543 | 230 |
| Nov 2024 | $28.6B | $28.6B | $27.1M | 543 | 230 |
| Oct 2024 | $26.3B | $26.3B | $25.8M | 543 | 230 |
| Aug 2024 | $26.3B | $26.3B | $25.8M | 543 | 230 |
| Aug 2024 | $26.3B | $26.3B | $25.8M | 543 | 230 |
| Jun 2024 | $26B | $26B | $58.3M | 543 | 230 |
| May 2024 | $26B | $26B | $58.3M | 543 | 230 |
| Mar 2024 | $24.4B | $24.3B | $146.5M | 543 | 230 |
| Jan 2024 | $19.7B | $19.2B | $483.7M | 333 | 48 |
| Dec 2023 | $19.7B | $19.2B | $483.7M | 333 | 48 |
| Oct 2023 | $19.7B | $19.2B | $483.7M | 333 | 48 |
| Jul 2023 | $18.7B | $18.7B | $0 | 333 | 48 |
| Jul 2023 | $17B | $17B | $0 | 333 | 48 |
| May 2023 | $17B | $17B | $0 | 333 | 48 |
| Mar 2023 | $13.4B | $13.4B | $0 | 333 | 48 |
| Nov 2022 | $12B | $12B | $0 | 250 | 41 |
| Jul 2022 | $11.9B | $11.9B | $0 | 250 | 41 |
| Jun 2022 | $12.8B | $12.8B | $0 | 250 | 41 |
| May 2022 | $12.8B | $12.8B | $0 | 250 | 41 |
| Mar 2022 | $13.1B | $13.1B | $0 | 250 | 41 |
| Dec 2021 | $10.8B | $10.8B | $0 | 216 | 29 |
| Nov 2021 | $10.8B | $10.8B | $0 | 216 | 29 |
| Sep 2021 | $10.3B | $10.3B | $0 | 216 | 29 |
| Jul 2021 | $10.3B | $10.3B | $0 | 216 | 29 |
| Apr 2021 | $9.6B | $9.6B | $0 | 205 | 29 |
| Mar 2021 | $9B | $9B | $0 | 205 | 30 |
| Nov 2020 | $7.9B | $7.9B | $0 | 174 | 20 |
| Nov 2020 | $7.9B | $7.9B | $0 | 174 | 20 |
| Sep 2020 | $7.6B | $7.6B | $0 | 174 | 20 |
| Aug 2020 | $7.6B | $7.6B | $0 | 174 | 20 |
| Jul 2020 | $6.8B | $6.8B | $0 | 174 | 20 |
| Jun 2020 | $6.8B | $6.8B | $0 | 174 | 20 |
| May 2020 | $6.8B | $6.8B | $0 | 174 | 20 |
| Mar 2020 | $6.7B | $6.7B | $0 | 174 | 20 |
| Jan 2020 | $6.2B | $6.2B | $0 | 163 | 21 |
| Nov 2019 | $6.2B | $6.2B | $0 | 163 | 21 |
| Sep 2019 | $6.1B | $6.1B | $0 | 163 | 21 |
| Aug 2019 | $6.1B | $6.1B | $0 | 163 | 21 |
| May 2019 | $6B | $6B | $0 | 163 | 21 |
| Mar 2019 | $5.4B | $5.4B | $0 | 163 | 21 |
| Mar 2019 | $5.6B | $5.6B | $0 | 143 | 21 |
| Oct 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| Aug 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| Jun 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| May 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| May 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| Apr 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| Mar 2018 | $5.6B | $5.6B | $0 | 143 | 21 |
| Oct 2017 | $5.4B | $5.4B | $0 | 136 | 21 |
| Jul 2017 | $5B | $5B | $0 | 136 | 4,100 |
| Jul 2017 | $5B | $5B | $0 | 136 | 4,100 |
| May 2017 | $4.8B | $4.8B | $0 | 136 | 4,100 |
| Mar 2017 | $4.7B | $4.7B | $0 | 136 | 4,100 |
| Oct 2016 | $4.2B | $4.2B | $0 | 136 | 3,900 |
| Jul 2016 | $4.2B | $4.2B | $0 | 136 | 3,900 |
| Mar 2016 | $4.2B | $4.2B | $0 | 136 | 3,900 |
| Oct 2015 | $4.4B | $4.4B | $30.9M | 117 | 3,400 |
| Sep 2015 | $4.4B | $4.4B | $30.9M | 117 | 3,400 |
| Sep 2015 | $4.4B | $4.4B | $30.9M | 117 | 3,400 |
| Jun 2015 | $4.2B | $4.2B | $31.1M | 117 | 3,400 |
| May 2015 | $4.2B | $4.2B | $31.1M | 117 | 3,400 |
| Mar 2015 | $4.1B | $4.1B | $31M | 117 | 3,400 |
| Feb 2015 | $4B | $4B | $30.5M | 102 | 3,100 |
| Jan 2015 | $4B | $4B | $30.5M | 102 | 3,100 |
| Dec 2014 | $4B | $4B | $30.5M | 102 | 3,100 |
| Nov 2014 | $4B | $4B | $30.5M | 102 | 3,100 |
| Sep 2014 | $4.1B | $4.1B | $32.2M | 102 | 3,100 |
| Aug 2014 | $4.1B | $4.1B | $32.2M | 102 | 3,100 |
| Aug 2014 | $4.1B | $4.1B | $32.2M | 102 | 3,100 |
| May 2014 | $3.9B | $3.8B | $31.6M | 102 | 3,100 |
| Apr 2014 | $3.9B | $3.8B | $31.6M | 102 | 3,100 |
| Mar 2014 | $3.6B | $3.6B | $33.3M | 102 | 3,100 |
| Jan 2014 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Nov 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Nov 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Sep 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Sep 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Jul 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Apr 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Mar 2013 | $2.9B | $2.9B | $28.8M | 90 | 2,800 |
| Feb 2013 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Dec 2012 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Dec 2012 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Dec 2012 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Nov 2012 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Nov 2012 | $2.7B | $2.6B | $49.7M | 86 | 2,500 |
| Oct 2012 | $2.7B | $2.6B | $49.7M | 51 | 2,500 |
| Oct 2012 | $2.7B | $2.6B | $49.7M | 51 | 2,500 |
| Jul 2012 | $2.7B | $2.6B | $49.7M | 51 | 2,500 |
| Jul 2012 | $2.7B | $2.6B | $49.7M | 51 | 2,500 |
| Jul 2012 | $2.7B | $2.6B | $49.7M | 51 | 2,500 |
| May 2012 | $2B | $2B | $48M | 51 | 2,300 |
| Apr 2012 | $2B | $2B | $48M | 51 | 2,300 |
| Mar 2012 | $2B | $2B | $48M | 51 | 2,300 |
| Jan 2012 | $2.1B | $2B | $47.7M | 51 | 2,200 |
| Jan 2012 | $2.1B | $2B | $47.7M | 51 | 2,200 |
| Dec 2011 | $2.1B | $2B | $47.7M | 51 | 2,000 |
| Dec 2011 | $2.1B | $2B | $64.6M | 51 | 2,000 |
| Aug 2011 | $2.1B | $2B | $64.6M | 51 | -- |
| May 2011 | $1.9B | $1.9B | $62.5M | 51 | -- |
| Jan 2011 | $1.6B | $1.6B | $20.4M | 51 | -- |
| Aug 2010 | $1.6B | $1.6B | $20.4M | 51 | -- |
| Jul 2010 | $1.6B | $1.6B | $20.4M | 51 | -- |
| May 2010 | $1.6B | $1.6B | $20.4M | 51 | -- |
| Mar 2009 | $1.2B | $1.2B | $15M | 51 | -- |
| Nov 2007 | $1.2B | $1.2B | $18.7M | -- | -- |
| Apr 2007 | $1.2B | $1.2B | $18.7M | -- | -- |
| Mar 2007 | $1.2B | $1.2B | $18.7M | -- | -- |
| Apr 2004 | $519.2M | $504.8M | $14.4M | 10 | -- |
| Mar 2002 | $313.4M | $302.3M | $11.1M | 10 | -- |
DateOct 2025
Total AUM$37.1B
Discretionary$37B
Non-Disc.$101.8M
Employees565
Clients384
DateSep 2025
Total AUM$33B
Discretionary$32.9B
Non-Disc.$66.6M
Employees565
Clients384
DateAug 2025
Total AUM$33B
Discretionary$32.9B
Non-Disc.$66.6M
Employees565
Clients384
DateJun 2025
Total AUM$29.6B
Discretionary$29.6B
Non-Disc.$51.3M
Employees565
Clients384
DateMay 2025
Total AUM$29.6B
Discretionary$29.6B
Non-Disc.$51.3M
Employees565
Clients384
DateMar 2025
Total AUM$29.1B
Discretionary$29B
Non-Disc.$34.4M
Employees565
Clients384
DateFeb 2025
Total AUM$29.1B
Discretionary$29B
Non-Disc.$34.4M
Employees543
Clients230
DateDec 2024
Total AUM$28.6B
Discretionary$28.6B
Non-Disc.$27.1M
Employees543
Clients230
DateNov 2024
Total AUM$28.6B
Discretionary$28.6B
Non-Disc.$27.1M
Employees543
Clients230
DateOct 2024
Total AUM$26.3B
Discretionary$26.3B
Non-Disc.$25.8M
Employees543
Clients230
DateAug 2024
Total AUM$26.3B
Discretionary$26.3B
Non-Disc.$25.8M
Employees543
Clients230
DateAug 2024
Total AUM$26.3B
Discretionary$26.3B
Non-Disc.$25.8M
Employees543
Clients230
DateJun 2024
Total AUM$26B
Discretionary$26B
Non-Disc.$58.3M
Employees543
Clients230
DateMay 2024
Total AUM$26B
Discretionary$26B
Non-Disc.$58.3M
Employees543
Clients230
DateMar 2024
Total AUM$24.4B
Discretionary$24.3B
Non-Disc.$146.5M
Employees543
Clients230
DateJan 2024
Total AUM$19.7B
Discretionary$19.2B
Non-Disc.$483.7M
Employees333
Clients48
DateDec 2023
Total AUM$19.7B
Discretionary$19.2B
Non-Disc.$483.7M
Employees333
Clients48
DateOct 2023
Total AUM$19.7B
Discretionary$19.2B
Non-Disc.$483.7M
Employees333
Clients48
DateJul 2023
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees333
Clients48
DateJul 2023
Total AUM$17B
Discretionary$17B
Non-Disc.$0
Employees333
Clients48
DateMay 2023
Total AUM$17B
Discretionary$17B
Non-Disc.$0
Employees333
Clients48
DateMar 2023
Total AUM$13.4B
Discretionary$13.4B
Non-Disc.$0
Employees333
Clients48
DateNov 2022
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees250
Clients41
DateJul 2022
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees250
Clients41
DateJun 2022
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees250
Clients41
DateMay 2022
Total AUM$12.8B
Discretionary$12.8B
Non-Disc.$0
Employees250
Clients41
DateMar 2022
Total AUM$13.1B
Discretionary$13.1B
Non-Disc.$0
Employees250
Clients41
DateDec 2021
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees216
Clients29
DateNov 2021
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees216
Clients29
DateSep 2021
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees216
Clients29
DateJul 2021
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees216
Clients29
DateApr 2021
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees205
Clients29
DateMar 2021
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees205
Clients30
DateNov 2020
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees174
Clients20
DateNov 2020
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees174
Clients20
DateSep 2020
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees174
Clients20
DateAug 2020
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees174
Clients20
DateJul 2020
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees174
Clients20
DateJun 2020
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees174
Clients20
DateMay 2020
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees174
Clients20
DateMar 2020
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees174
Clients20
DateJan 2020
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees163
Clients21
DateNov 2019
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees163
Clients21
DateSep 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees163
Clients21
DateAug 2019
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees163
Clients21
DateMay 2019
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees163
Clients21
DateMar 2019
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees163
Clients21
DateMar 2019
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateOct 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateAug 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateJun 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateMay 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateMay 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateApr 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateMar 2018
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees143
Clients21
DateOct 2017
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees136
Clients21
DateJul 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees136
Clients4,100
DateJul 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees136
Clients4,100
DateMay 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees136
Clients4,100
DateMar 2017
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees136
Clients4,100
DateOct 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees136
Clients3,900
DateJul 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees136
Clients3,900
DateMar 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees136
Clients3,900
DateOct 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$30.9M
Employees117
Clients3,400
DateSep 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$30.9M
Employees117
Clients3,400
DateSep 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$30.9M
Employees117
Clients3,400
DateJun 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$31.1M
Employees117
Clients3,400
DateMay 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$31.1M
Employees117
Clients3,400
DateMar 2015
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$31M
Employees117
Clients3,400
DateFeb 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$30.5M
Employees102
Clients3,100
DateJan 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$30.5M
Employees102
Clients3,100
DateDec 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$30.5M
Employees102
Clients3,100
DateNov 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$30.5M
Employees102
Clients3,100
DateSep 2014
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$32.2M
Employees102
Clients3,100
DateAug 2014
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$32.2M
Employees102
Clients3,100
DateAug 2014
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$32.2M
Employees102
Clients3,100
DateMay 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$31.6M
Employees102
Clients3,100
DateApr 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$31.6M
Employees102
Clients3,100
DateMar 2014
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$33.3M
Employees102
Clients3,100
DateJan 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateNov 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateNov 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateSep 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateSep 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateJul 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateApr 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateMar 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$28.8M
Employees90
Clients2,800
DateFeb 2013
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateDec 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateDec 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateDec 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateNov 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateNov 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees86
Clients2,500
DateOct 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees51
Clients2,500
DateOct 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees51
Clients2,500
DateJul 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees51
Clients2,500
DateJul 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees51
Clients2,500
DateJul 2012
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$49.7M
Employees51
Clients2,500
DateMay 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$48M
Employees51
Clients2,300
DateApr 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$48M
Employees51
Clients2,300
DateMar 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$48M
Employees51
Clients2,300
DateJan 2012
Total AUM$2.1B
Discretionary$2B
Non-Disc.$47.7M
Employees51
Clients2,200
DateJan 2012
Total AUM$2.1B
Discretionary$2B
Non-Disc.$47.7M
Employees51
Clients2,200
DateDec 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$47.7M
Employees51
Clients2,000
DateDec 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$64.6M
Employees51
Clients2,000
DateAug 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$64.6M
Employees51
Clients--
DateMay 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$62.5M
Employees51
Clients--
DateJan 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$20.4M
Employees51
Clients--
DateAug 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$20.4M
Employees51
Clients--
DateJul 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$20.4M
Employees51
Clients--
DateMay 2010
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$20.4M
Employees51
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15M
Employees51
Clients--
DateNov 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.7M
Employees--
Clients--
DateApr 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.7M
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$18.7M
Employees--
Clients--
DateApr 2004
Total AUM$519.2M
Discretionary$504.8M
Non-Disc.$14.4M
Employees10
Clients--
DateMar 2002
Total AUM$313.4M
Discretionary$302.3M
Non-Disc.$11.1M
Employees10
Clients--