COATES CARL VICTOR
Legal name: C. VICTOR COATES, C.P.A.
CRD #108144 SEC #801-56893 PONCA CITY, OK 580-762-7537
SEC Registered
Total AUM
$32.9M
Discretionary
$32.9M
Employees
1
Clients
11
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $32.9M | $32.9M | $0 | 1 | 114 |
| Jan 2012 | $32.9M | $32.9M | $0 | 1 | 114 |
| Jan 2012 | $32.9M | $32.9M | $0 | 1 | 114 |
| Jan 2011 | $33.6M | $33.6M | $0 | 5 | -- |
| Jan 2008 | $32.6M | $32.6M | $0 | 5 | -- |
| Jan 2007 | $35M | $35M | $0 | 5 | -- |
| Jan 2006 | $31.2M | $31.2M | $0 | 5 | -- |
| Feb 2005 | $27.1M | $27.1M | $0 | 5 | -- |
| Jan 2005 | $27.1M | $27.1M | $0 | 5 | -- |
DateApr 2012
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees1
Clients114
DateJan 2012
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees1
Clients114
DateJan 2012
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees1
Clients114
DateJan 2011
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees5
Clients--