BIEGEL & WALLER LLC
Legal name: BIEGEL WALLER INVESTMENT ADVISORY SERVICES
CRD #109597 SEC #801-57900 COLUMBIA, MD 410-997-0994
SEC Registered
Total AUM
$511.6M
Discretionary
$511.6M
Employees
11
Clients
--
Accounts
1,256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $511.6M | $511.6M | $0 | 11 | 1 |
| Aug 2018 | $543.5M | $543.5M | $0 | 11 | 1 |
| Aug 2018 | $543.5M | $543.5M | $0 | 11 | 1 |
| Jun 2018 | $543.5M | $543.5M | $0 | 11 | 1 |
| Mar 2018 | $543.5M | $543.5M | $0 | 11 | 1 |
| Mar 2018 | $543.5M | $543.5M | $0 | 11 | 1 |
| Nov 2017 | $522.8M | $522.8M | $0 | 11 | 0 |
| Sep 2017 | $522.8M | $522.8M | $0 | 11 | 300 |
| Mar 2017 | $522.8M | $522.8M | $0 | 11 | 300 |
| Mar 2016 | $583.8M | $583.8M | $0 | 10 | 300 |
| Jan 2016 | $577M | $577M | $0 | 10 | 300 |
| Jan 2015 | $577M | $577M | $0 | 10 | 300 |
| Mar 2014 | $515M | $515M | $0 | 10 | 300 |
| Mar 2013 | $452.7M | $452.7M | $0 | 10 | 100 |
| Oct 2012 | $401.4M | $401.4M | $0 | 6 | 200 |
| Aug 2012 | $401.4M | $401.4M | $0 | 6 | 200 |
| Feb 2012 | $401.4M | $401.4M | $0 | 6 | 200 |
| Jun 2011 | $361.9M | $361.9M | $0 | 10 | -- |
| May 2011 | $361.9M | $361.9M | $0 | 10 | -- |
| May 2010 | $300.3M | $300.3M | $0 | 10 | -- |
| Oct 2009 | $264.8M | $264.8M | $0 | 10 | -- |
| Jan 2008 | $281.1M | $281.1M | $0 | 10 | -- |
| Oct 2007 | $281.1M | $281.1M | $0 | 10 | -- |
| Oct 2007 | $281.1M | $281.1M | $0 | 10 | -- |
| May 2007 | $239.3M | $239.3M | $0 | 10 | -- |
| Apr 2007 | $239.3M | $239.3M | $0 | 10 | -- |
| Jan 2007 | $205M | $205M | $0 | 10 | -- |
| Jan 2006 | $150.1M | $150.1M | $0 | 5 | -- |
| Dec 2005 | $146.4M | $145.9M | $576.3K | 5 | -- |
| Jan 2005 | $109.8M | $109.2M | $596.3K | 5 | -- |
| May 2002 | $37M | $37M | $0 | 5 | -- |
DateMar 2019
Total AUM$511.6M
Discretionary$511.6M
Non-Disc.$0
Employees11
Clients1
DateAug 2018
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees11
Clients1
DateAug 2018
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees11
Clients1
DateJun 2018
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2018
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2018
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees11
Clients1
DateNov 2017
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees11
Clients0
DateSep 2017
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees11
Clients300
DateMar 2017
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees11
Clients300
DateMar 2016
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees10
Clients300
DateJan 2016
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees10
Clients300
DateJan 2015
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees10
Clients300
DateMar 2014
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$452.7M
Discretionary$452.7M
Non-Disc.$0
Employees10
Clients100
DateOct 2012
Total AUM$401.4M
Discretionary$401.4M
Non-Disc.$0
Employees6
Clients200
DateAug 2012
Total AUM$401.4M
Discretionary$401.4M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$401.4M
Discretionary$401.4M
Non-Disc.$0
Employees6
Clients200
DateJun 2011
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$361.9M
Discretionary$361.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$264.8M
Discretionary$264.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$281.1M
Discretionary$281.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$146.4M
Discretionary$145.9M
Non-Disc.$576.3K
Employees5
Clients--
DateJan 2005
Total AUM$109.8M
Discretionary$109.2M
Non-Disc.$596.3K
Employees5
Clients--
DateMay 2002
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--