MOTT & ASSOCIATES INC
CRD #109136 SEC #801-57825 DAVIDSON, NC 704-896-6841
SEC Registered
Total AUM
$50.5M
Discretionary
$39.2M
Employees
5
Clients
51
Accounts
245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $39.8M | $30.2M | $9.7M | 5 | -- |
| Mar 2007 | $50.5M | $39.2M | $11.3M | 5 | -- |
| Dec 2006 | $44.8M | $35M | $9.8M | 5 | -- |
| Mar 2006 | $46.9M | $34.8M | $12.1M | 5 | -- |
| Apr 2004 | $46M | $34.3M | $11.7M | 5 | -- |
| Jan 2004 | $40.6M | $26.5M | $14.1M | 5 | -- |
| Jun 2001 | $42.9M | $38.6M | $4.3M | 5 | -- |
DateMar 2010
Total AUM$39.8M
Discretionary$30.2M
Non-Disc.$9.7M
Employees5
Clients--
DateMar 2007
Total AUM$50.5M
Discretionary$39.2M
Non-Disc.$11.3M
Employees5
Clients--
DateDec 2006
Total AUM$44.8M
Discretionary$35M
Non-Disc.$9.8M
Employees5
Clients--
DateMar 2006
Total AUM$46.9M
Discretionary$34.8M
Non-Disc.$12.1M
Employees5
Clients--
DateApr 2004
Total AUM$46M
Discretionary$34.3M
Non-Disc.$11.7M
Employees5
Clients--
DateJan 2004
Total AUM$40.6M
Discretionary$26.5M
Non-Disc.$14.1M
Employees5
Clients--
DateJun 2001
Total AUM$42.9M
Discretionary$38.6M
Non-Disc.$4.3M
Employees5
Clients--