BKS ADVISORS LLC
Legal name: BKS ADVISORS, LLC
CRD #109065 SEC #801-60022 SOUTHFIELD, MI 248-358-6500
SEC Registered Disclosures
Total AUM
$300.7M
Discretionary
$300.7M
Employees
6
Clients
0
Accounts
1,052
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $300.7M | $300.7M | $0 | 6 | 0 |
| Nov 2018 | $365.6M | $365.6M | $0 | 8 | 0 |
| Aug 2018 | $365.6M | $365.6M | $0 | 8 | 0 |
| Mar 2018 | $365.6M | $365.6M | $0 | 8 | 0 |
| Mar 2017 | $365.4M | $284.7M | $80.8M | 6 | 400 |
| Mar 2016 | $286.2M | $270.9M | $15.3M | 6 | 400 |
| Mar 2016 | $286.2M | $270.9M | $15.3M | 6 | 400 |
| May 2015 | $276.2M | $253.4M | $22.8M | 6 | 400 |
| Mar 2015 | $276.2M | $253.4M | $22.8M | 6 | 400 |
| Mar 2014 | $238.4M | $220M | $18.4M | 6 | 400 |
| Jan 2013 | $169.1M | $151.4M | $17.7M | 6 | 400 |
| Mar 2012 | $144.7M | $134M | $10.6M | 1 | 400 |
| Mar 2012 | $144.7M | $134M | $10.6M | 1 | 400 |
| Mar 2011 | $129.5M | $121.8M | $7.7M | 5 | -- |
| Aug 2010 | $106M | $103.1M | $2.9M | 10 | -- |
| Jun 2010 | $106M | $103.1M | $2.9M | 10 | -- |
| Oct 2009 | $82.6M | $82.6M | $0 | 10 | -- |
| Mar 2008 | $116.3M | $116.3M | $0 | 10 | -- |
| Mar 2007 | $123M | $123M | $0 | 10 | -- |
| Nov 2006 | $136M | $131M | $5M | 10 | -- |
| Mar 2006 | $136M | $131M | $5M | 10 | -- |
| Dec 2005 | $145.5M | $129.5M | $16M | 5 | -- |
| Mar 2004 | $131M | $125M | $6M | 5 | -- |
| Dec 2003 | $105.6M | $100.5M | $5.1M | 10 | -- |
| May 2002 | $140M | $140M | $0 | 5 | -- |
| Jun 2001 | $125M | $125M | $0 | 5 | -- |
DateMar 2019
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$365.6M
Discretionary$365.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$365.4M
Discretionary$284.7M
Non-Disc.$80.8M
Employees6
Clients400
DateMar 2016
Total AUM$286.2M
Discretionary$270.9M
Non-Disc.$15.3M
Employees6
Clients400
DateMar 2016
Total AUM$286.2M
Discretionary$270.9M
Non-Disc.$15.3M
Employees6
Clients400
DateMay 2015
Total AUM$276.2M
Discretionary$253.4M
Non-Disc.$22.8M
Employees6
Clients400
DateMar 2015
Total AUM$276.2M
Discretionary$253.4M
Non-Disc.$22.8M
Employees6
Clients400
DateMar 2014
Total AUM$238.4M
Discretionary$220M
Non-Disc.$18.4M
Employees6
Clients400
DateJan 2013
Total AUM$169.1M
Discretionary$151.4M
Non-Disc.$17.7M
Employees6
Clients400
DateMar 2012
Total AUM$144.7M
Discretionary$134M
Non-Disc.$10.6M
Employees1
Clients400
DateMar 2012
Total AUM$144.7M
Discretionary$134M
Non-Disc.$10.6M
Employees1
Clients400
DateMar 2011
Total AUM$129.5M
Discretionary$121.8M
Non-Disc.$7.7M
Employees5
Clients--
DateAug 2010
Total AUM$106M
Discretionary$103.1M
Non-Disc.$2.9M
Employees10
Clients--
DateJun 2010
Total AUM$106M
Discretionary$103.1M
Non-Disc.$2.9M
Employees10
Clients--
DateOct 2009
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$136M
Discretionary$131M
Non-Disc.$5M
Employees10
Clients--
DateMar 2006
Total AUM$136M
Discretionary$131M
Non-Disc.$5M
Employees10
Clients--
DateDec 2005
Total AUM$145.5M
Discretionary$129.5M
Non-Disc.$16M
Employees5
Clients--
DateMar 2004
Total AUM$131M
Discretionary$125M
Non-Disc.$6M
Employees5
Clients--
DateDec 2003
Total AUM$105.6M
Discretionary$100.5M
Non-Disc.$5.1M
Employees10
Clients--
DateMay 2002
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--