JAMES STUART, III
CRD #108434 SEC #801-60006 LINCOLN, NE 402-434-7150
SEC Registered
Total AUM
$57M
Discretionary
$56M
Employees
5
Clients
--
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $41.4M | $40.4M | $1M | 5 | -- |
| Mar 2008 | $52.4M | $51.4M | $1M | 5 | -- |
| Mar 2007 | $58.2M | $57.2M | $1M | 5 | -- |
| Sep 2005 | $57M | $56M | $1M | 5 | -- |
| May 2005 | $57M | $56M | $1M | 5 | -- |
| Mar 2002 | $55M | $55M | $0 | 5 | -- |
DateMar 2009
Total AUM$41.4M
Discretionary$40.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2008
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$58.2M
Discretionary$57.2M
Non-Disc.$1M
Employees5
Clients--
DateSep 2005
Total AUM$57M
Discretionary$56M
Non-Disc.$1M
Employees5
Clients--
DateMay 2005
Total AUM$57M
Discretionary$56M
Non-Disc.$1M
Employees5
Clients--
DateMar 2002
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--