P. J. ROLAND, LTD.
Legal name: CANON CAPITAL INVESTMENT ADVISORY
CRD #109557 SEC #801-56000 HARLEYSVILLE, PA 215-723-4881
SEC Registered
Total AUM
$210.5M
Discretionary
$202.5M
Employees
7
Clients
11
Accounts
1,088
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $210.5M | $202.5M | $8M | 7 | 15 |
| Oct 2023 | $179.8M | $172.6M | $7.2M | 7 | 14 |
| Feb 2023 | $179.8M | $172.6M | $7.2M | 7 | 14 |
| Jun 2022 | $206.5M | $201.4M | $5M | 7 | 0 |
| Jun 2022 | $206.5M | $201.4M | $5M | 7 | 0 |
| Feb 2022 | $206.5M | $201.4M | $5M | 7 | 0 |
| Mar 2021 | $172.8M | $168.6M | $4.2M | 8 | 0 |
| Jun 2020 | $203.2M | $165.6M | $37.6M | 9 | 0 |
| Mar 2020 | $203.2M | $165.6M | $37.6M | 9 | 0 |
| Nov 2019 | $175.2M | $144.8M | $30.4M | 10 | 0 |
| Mar 2019 | $175.2M | $144.8M | $30.4M | 10 | 0 |
| Nov 2018 | $180.8M | $148.3M | $32.5M | 9 | 0 |
| Feb 2018 | $180.8M | $148.3M | $32.5M | 9 | 0 |
| Mar 2017 | $195.1M | $160.3M | $34.8M | 9 | 400 |
| Feb 2016 | $152.4M | $118.2M | $34.2M | 8 | 400 |
| Feb 2015 | $140.6M | $103.4M | $37.3M | 8 | 400 |
| Mar 2014 | $121.2M | $94.1M | $27M | 8 | 400 |
| Jun 2013 | $104.2M | $84.8M | $19.4M | 8 | 400 |
| May 2013 | $104.2M | $84.8M | $19.4M | 8 | 400 |
| Mar 2013 | $104.2M | $84.8M | $19.4M | 8 | 400 |
| Mar 2012 | $124.3M | $124.3M | $0 | 6 | 400 |
| Feb 2011 | $96.4M | $96.4M | $0 | 10 | -- |
| Feb 2007 | $61M | $61M | $0 | 10 | -- |
| Feb 2006 | $51M | $51M | $0 | 10 | -- |
| Apr 2002 | $72.3M | $67.3M | $5M | 10 | -- |
| May 2001 | $66.2M | $66.2M | $0 | 10 | -- |
DateFeb 2024
Total AUM$210.5M
Discretionary$202.5M
Non-Disc.$8M
Employees7
Clients15
DateOct 2023
Total AUM$179.8M
Discretionary$172.6M
Non-Disc.$7.2M
Employees7
Clients14
DateFeb 2023
Total AUM$179.8M
Discretionary$172.6M
Non-Disc.$7.2M
Employees7
Clients14
DateJun 2022
Total AUM$206.5M
Discretionary$201.4M
Non-Disc.$5M
Employees7
Clients0
DateJun 2022
Total AUM$206.5M
Discretionary$201.4M
Non-Disc.$5M
Employees7
Clients0
DateFeb 2022
Total AUM$206.5M
Discretionary$201.4M
Non-Disc.$5M
Employees7
Clients0
DateMar 2021
Total AUM$172.8M
Discretionary$168.6M
Non-Disc.$4.2M
Employees8
Clients0
DateJun 2020
Total AUM$203.2M
Discretionary$165.6M
Non-Disc.$37.6M
Employees9
Clients0
DateMar 2020
Total AUM$203.2M
Discretionary$165.6M
Non-Disc.$37.6M
Employees9
Clients0
DateNov 2019
Total AUM$175.2M
Discretionary$144.8M
Non-Disc.$30.4M
Employees10
Clients0
DateMar 2019
Total AUM$175.2M
Discretionary$144.8M
Non-Disc.$30.4M
Employees10
Clients0
DateNov 2018
Total AUM$180.8M
Discretionary$148.3M
Non-Disc.$32.5M
Employees9
Clients0
DateFeb 2018
Total AUM$180.8M
Discretionary$148.3M
Non-Disc.$32.5M
Employees9
Clients0
DateMar 2017
Total AUM$195.1M
Discretionary$160.3M
Non-Disc.$34.8M
Employees9
Clients400
DateFeb 2016
Total AUM$152.4M
Discretionary$118.2M
Non-Disc.$34.2M
Employees8
Clients400
DateFeb 2015
Total AUM$140.6M
Discretionary$103.4M
Non-Disc.$37.3M
Employees8
Clients400
DateMar 2014
Total AUM$121.2M
Discretionary$94.1M
Non-Disc.$27M
Employees8
Clients400
DateJun 2013
Total AUM$104.2M
Discretionary$84.8M
Non-Disc.$19.4M
Employees8
Clients400
DateMay 2013
Total AUM$104.2M
Discretionary$84.8M
Non-Disc.$19.4M
Employees8
Clients400
DateMar 2013
Total AUM$104.2M
Discretionary$84.8M
Non-Disc.$19.4M
Employees8
Clients400
DateMar 2012
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees6
Clients400
DateFeb 2011
Total AUM$96.4M
Discretionary$96.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$72.3M
Discretionary$67.3M
Non-Disc.$5M
Employees10
Clients--
DateMay 2001
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees10
Clients--