DAVID WITHERBEE & ASSOCIATES, INC.
CRD #109294 SEC #801-57530 CONCORD, MA 978-371-2551
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
3
Clients
51
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $135M | $135M | $0 | 3 | 200 |
| Oct 2013 | $127M | $127M | $0 | 3 | 200 |
| Feb 2013 | $127M | $127M | $0 | 3 | 200 |
| Feb 2012 | $115M | $115M | $0 | 1 | 200 |
| Mar 2011 | $115M | $115M | $0 | 5 | -- |
| Mar 2011 | $115M | $115M | $0 | 5 | -- |
| Jun 2009 | $75M | $75M | $0 | 5 | -- |
| Feb 2009 | $75M | $75M | $0 | 5 | -- |
| Feb 2007 | $108.4M | $108.4M | $0 | 5 | -- |
| Nov 2006 | $83.3M | $83.3M | $0 | 5 | -- |
| Mar 2006 | $83.3M | $83.3M | $0 | 5 | -- |
| Apr 2002 | $52.9M | $52.9M | $0 | 5 | -- |
DateMar 2014
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees3
Clients200
DateOct 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees3
Clients200
DateFeb 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees3
Clients200
DateFeb 2012
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees5
Clients--