NET EQUITY INSURANCE & INVESTMENTS, INC.
Legal name: NET EQUITY ASSOCIATES
CRD #108444 SEC #801-57398 BURLINGAME, CA 650-696-1650
SEC Registered
Total AUM
$54.4M
Discretionary
$54.4M
Employees
10
Clients
251
Accounts
647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $57.1M | $57.1M | $0 | 10 | -- |
| Mar 2006 | $62.4M | $62.4M | $0 | -- | -- |
| Jan 2006 | $54.4M | $54.4M | $0 | 10 | -- |
| Sep 2005 | $54.4M | $54.4M | $0 | 10 | -- |
| Mar 2002 | $51.2M | $49.2M | $2M | 10 | -- |
DateMar 2007
Total AUM$57.1M
Discretionary$57.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$51.2M
Discretionary$49.2M
Non-Disc.$2M
Employees10
Clients--