LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
Legal name: LEJEUNE PUETZ INVESTMENT COUNSEL
CRD #108738 SEC #801-54913 TRAVERSE CITY, MI 231-922-0525
SEC Registered
Total AUM
$342M
Discretionary
$342M
Employees
1
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $342M | $342M | $0 | 1 | 0 |
| Mar 2022 | $392.3M | $392.3M | $0 | 1 | 0 |
| Mar 2021 | $309M | $309M | $0 | 1 | 0 |
| Jul 2020 | $303.7M | $303.7M | $0 | 1 | 0 |
| Jun 2020 | $303.7M | $303.7M | $0 | 1 | 0 |
| Mar 2020 | $303.7M | $303.7M | $0 | 1 | 0 |
| Mar 2019 | $250.6M | $250.6M | $0 | 1 | 0 |
| Apr 2018 | $268.9M | $268.9M | $0 | 1 | 0 |
| Feb 2018 | $268.9M | $268.9M | $0 | 1 | 0 |
| Mar 2017 | $196.5M | $196.5M | $0 | 1 | 26 |
| Feb 2016 | $182.2M | $154.2M | $28M | 1 | 26 |
| Mar 2015 | $173.9M | $142.2M | $31.7M | 1 | 26 |
| Feb 2014 | $161.3M | $131M | $30.3M | 1 | 26 |
| Feb 2013 | $132.3M | $106.4M | $25.9M | 1 | 26 |
| Mar 2012 | $103.3M | $77.8M | $25.5M | 1 | 26 |
| Feb 2012 | $103.3M | $77.8M | $25.5M | 1 | 26 |
| Mar 2011 | $95M | $67.2M | $27.7M | 5 | -- |
| Mar 2011 | $95M | $67.2M | $27.7M | 5 | -- |
| Feb 2007 | $94.9M | $60.3M | $34.5M | 5 | -- |
| Feb 2006 | $79.8M | $45.2M | $34.7M | 5 | -- |
| Sep 2005 | $81.7M | $41.6M | $40.1M | 5 | -- |
| Feb 2005 | $81.7M | $41.6M | $40.1M | 5 | -- |
| Aug 2004 | $69.8M | $32M | $37.9M | 5 | -- |
| Mar 2004 | $69.8M | $32M | $37.9M | 5 | -- |
| Mar 2002 | $59.9M | $0 | $59.9M | 5 | -- |
DateMar 2023
Total AUM$342M
Discretionary$342M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$392.3M
Discretionary$392.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$250.6M
Discretionary$250.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$196.5M
Discretionary$196.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2016
Total AUM$182.2M
Discretionary$154.2M
Non-Disc.$28M
Employees1
Clients26
DateMar 2015
Total AUM$173.9M
Discretionary$142.2M
Non-Disc.$31.7M
Employees1
Clients26
DateFeb 2014
Total AUM$161.3M
Discretionary$131M
Non-Disc.$30.3M
Employees1
Clients26
DateFeb 2013
Total AUM$132.3M
Discretionary$106.4M
Non-Disc.$25.9M
Employees1
Clients26
DateMar 2012
Total AUM$103.3M
Discretionary$77.8M
Non-Disc.$25.5M
Employees1
Clients26
DateFeb 2012
Total AUM$103.3M
Discretionary$77.8M
Non-Disc.$25.5M
Employees1
Clients26
DateMar 2011
Total AUM$95M
Discretionary$67.2M
Non-Disc.$27.7M
Employees5
Clients--
DateMar 2011
Total AUM$95M
Discretionary$67.2M
Non-Disc.$27.7M
Employees5
Clients--
DateFeb 2007
Total AUM$94.9M
Discretionary$60.3M
Non-Disc.$34.5M
Employees5
Clients--
DateFeb 2006
Total AUM$79.8M
Discretionary$45.2M
Non-Disc.$34.7M
Employees5
Clients--
DateSep 2005
Total AUM$81.7M
Discretionary$41.6M
Non-Disc.$40.1M
Employees5
Clients--
DateFeb 2005
Total AUM$81.7M
Discretionary$41.6M
Non-Disc.$40.1M
Employees5
Clients--
DateAug 2004
Total AUM$69.8M
Discretionary$32M
Non-Disc.$37.9M
Employees5
Clients--
DateMar 2004
Total AUM$69.8M
Discretionary$32M
Non-Disc.$37.9M
Employees5
Clients--
DateMar 2002
Total AUM$59.9M
Discretionary$0
Non-Disc.$59.9M
Employees5
Clients--