SWAN PHILIP V ASSOCIATES LLC
Legal name: PHILIP V. SWAN ASSOCIATES, LLC
CRD #108000 SEC #801-56620 PASADENA, CA (626) 793-0377
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
--
Clients
--
Accounts
415
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2007 | $1.1B | $1.1B | $3.3M | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $3.3M | -- | -- |
| Feb 2007 | $1.1B | $1.1B | $3.3M | -- | -- |
| Feb 2006 | $986.9M | $983.9M | $3M | -- | -- |
| Sep 2005 | $961.3M | $958.3M | $3M | -- | -- |
| May 2005 | $961.3M | $958.3M | $3M | -- | -- |
| Feb 2005 | $961.3M | $958.3M | $3M | -- | -- |
| Jun 2004 | $1.2B | $1.1B | $96.8M | -- | -- |
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.3M
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.3M
Employees--
Clients--
DateFeb 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.3M
Employees--
Clients--
DateFeb 2006
Total AUM$986.9M
Discretionary$983.9M
Non-Disc.$3M
Employees--
Clients--
DateSep 2005
Total AUM$961.3M
Discretionary$958.3M
Non-Disc.$3M
Employees--
Clients--
DateMay 2005
Total AUM$961.3M
Discretionary$958.3M
Non-Disc.$3M
Employees--
Clients--
DateFeb 2005
Total AUM$961.3M
Discretionary$958.3M
Non-Disc.$3M
Employees--
Clients--
DateJun 2004
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$96.8M
Employees--
Clients--