WOODLAND LEISHMAN & ASSOCIATES
CRD #109271 SEC #801-58077 ORCUTT, CA 805-937-4556
SEC Registered
Total AUM
$8.6M
Discretionary
$8.6M
Employees
2
Clients
--
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2016 | $8.6M | $8.6M | $0 | 2 | 26 |
| Aug 2015 | $235.7M | $235.7M | $0 | 2 | 900 |
| Jul 2015 | $235.7M | $235.7M | $0 | 10 | 900 |
| Mar 2015 | $235.7M | $235.7M | $0 | 10 | 900 |
| Aug 2014 | $214.5M | $214.5M | $0 | 6 | 800 |
| Mar 2014 | $214.5M | $214.5M | $0 | 6 | 800 |
| Dec 2013 | $166.3M | $166.3M | $0 | 4 | 600 |
| Apr 2013 | $166.3M | $166.3M | $0 | 4 | 600 |
| Jun 2012 | $101.6M | $101.6M | $0 | 1 | 600 |
| Apr 2012 | $101.6M | $101.6M | $0 | 1 | 600 |
| Apr 2012 | $101.6M | $101.6M | $0 | 1 | 600 |
| Apr 2011 | $38.4M | $38.4M | $0 | 5 | -- |
| Jan 2010 | $36.1M | $36.1M | $0 | 5 | -- |
| Sep 2005 | $36.8M | $36.8M | $0 | 5 | -- |
| Jun 2005 | $36.8M | $36.8M | $0 | 5 | -- |
| May 2004 | $34M | $34M | $0 | 5 | -- |
| May 2002 | $40.8M | $40.8M | $0 | 5 | -- |
| Aug 2001 | $42.8M | $42.8M | $0 | 5 | -- |
DateApr 2016
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees2
Clients26
DateAug 2015
Total AUM$235.7M
Discretionary$235.7M
Non-Disc.$0
Employees2
Clients900
DateJul 2015
Total AUM$235.7M
Discretionary$235.7M
Non-Disc.$0
Employees10
Clients900
DateMar 2015
Total AUM$235.7M
Discretionary$235.7M
Non-Disc.$0
Employees10
Clients900
DateAug 2014
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees6
Clients800
DateMar 2014
Total AUM$214.5M
Discretionary$214.5M
Non-Disc.$0
Employees6
Clients800
DateDec 2013
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients600
DateApr 2013
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees4
Clients600
DateJun 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients600
DateApr 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients600
DateApr 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients600
DateApr 2011
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--