CPA INVESTMENT SOLUTIONS, LLC
CRD #108317 SEC #801-58133 YARDLEY, PA 215-497-5050
SEC Registered
Total AUM
$38.1M
Discretionary
$29.3M
Employees
5
Clients
26
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $38.1M | $29.3M | $8.8M | 5 | 26 |
| Mar 2014 | $36.9M | $29.6M | $7.3M | 5 | 26 |
| Apr 2013 | $32.7M | $26M | $6.8M | 5 | 26 |
| Apr 2012 | $36.4M | $23.9M | $12.6M | 1 | 26 |
| Mar 2011 | $40.6M | $15.8M | $24.8M | 5 | -- |
| Apr 2009 | $26.3M | $0 | $26.3M | 5 | -- |
| Mar 2009 | $26.3M | $0 | $26.3M | 5 | -- |
| Mar 2007 | $46.8M | $0 | $46.8M | 5 | -- |
| Sep 2005 | $4.4M | $0 | $4.4M | 5 | -- |
| Jul 2001 | $100K | $0 | $100K | 5 | -- |
DateMar 2015
Total AUM$38.1M
Discretionary$29.3M
Non-Disc.$8.8M
Employees5
Clients26
DateMar 2014
Total AUM$36.9M
Discretionary$29.6M
Non-Disc.$7.3M
Employees5
Clients26
DateApr 2013
Total AUM$32.7M
Discretionary$26M
Non-Disc.$6.8M
Employees5
Clients26
DateApr 2012
Total AUM$36.4M
Discretionary$23.9M
Non-Disc.$12.6M
Employees1
Clients26
DateMar 2011
Total AUM$40.6M
Discretionary$15.8M
Non-Disc.$24.8M
Employees5
Clients--
DateApr 2009
Total AUM$26.3M
Discretionary$0
Non-Disc.$26.3M
Employees5
Clients--
DateMar 2009
Total AUM$26.3M
Discretionary$0
Non-Disc.$26.3M
Employees5
Clients--
DateMar 2007
Total AUM$46.8M
Discretionary$0
Non-Disc.$46.8M
Employees5
Clients--
DateSep 2005
Total AUM$4.4M
Discretionary$0
Non-Disc.$4.4M
Employees5
Clients--
DateJul 2001
Total AUM$100K
Discretionary$0
Non-Disc.$100K
Employees5
Clients--