J. WILLIAM MANTZ INVESTMENT ADVISORS LLC
CRD #109221 SEC #801-55217 DANVERS, MA 978-777-6300
SEC Registered
Total AUM
$3.9B
Discretionary
$0
Employees
51
Clients
--
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $886.7M | $0 | $886.7M | 5 | -- |
| Mar 2009 | $886.7M | $0 | $886.7M | 5 | -- |
| Mar 2008 | $2.8B | $0 | $2.8B | 5 | -- |
| Aug 2007 | $3.9B | $0 | $3.9B | 51 | -- |
| Feb 2007 | $3.9B | $0 | $3.9B | 51 | -- |
| Mar 2006 | $4.2B | $0 | $4.2B | 10 | -- |
| May 2005 | $4.3B | $0 | $4.3B | 5 | -- |
| May 2005 | $4.3B | $0 | $4.3B | 5 | -- |
| May 2001 | $3B | $0 | $3B | 10 | -- |
DateMar 2009
Total AUM$886.7M
Discretionary$0
Non-Disc.$886.7M
Employees5
Clients--
DateMar 2009
Total AUM$886.7M
Discretionary$0
Non-Disc.$886.7M
Employees5
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees5
Clients--
DateAug 2007
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees51
Clients--
DateFeb 2007
Total AUM$3.9B
Discretionary$0
Non-Disc.$3.9B
Employees51
Clients--
DateMar 2006
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees10
Clients--
DateMay 2005
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees5
Clients--
DateMay 2005
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees5
Clients--
DateMay 2001
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees10
Clients--