NAOMI RUTH MONSCHEIN
Legal name: MONSCHEIN AND ASSOCIATES, INC
CRD #108375 SEC #801-58017 MODESTO, CA 209-549-8520
SEC Registered
Total AUM
$18M
Discretionary
$13.7M
Employees
5
Clients
251
Accounts
488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2002 | $18M | $13.7M | $4.3M | 5 | -- |
| Jun 2001 | $25.5M | $25.5M | $0 | 5 | -- |
| May 2001 | $25.5M | $25.5M | $0 | 5 | -- |
DateMar 2002
Total AUM$18M
Discretionary$13.7M
Non-Disc.$4.3M
Employees5
Clients--
DateJun 2001
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--