AMES STEVEN REEDE
Legal name: AMES FEE ONLY FINANCIAL PLANNING
CRD #109210 SEC #801-57946 ANNAPOLIS, MD 410-280-2390
SEC Registered
Total AUM
$57.9M
Discretionary
$57.9M
Employees
5
Clients
25
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $61.9M | $61.9M | $0 | 5 | -- |
| Mar 2008 | $77M | $77M | $0 | 5 | -- |
| May 2007 | $67M | $67M | $0 | 5 | -- |
| Mar 2007 | $67M | $67M | $0 | 5 | -- |
| Mar 2006 | $66.4M | $66.4M | $0 | 5 | -- |
| Nov 2005 | $57.9M | $57.9M | $0 | 5 | -- |
| Mar 2004 | $47.9M | $47.9M | $0 | 5 | -- |
| May 2002 | $32.7M | $32.7M | $0 | 5 | -- |
DateMar 2009
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--