JONES BARCLAY BOSTON & COMPANY
Legal name: JONES BARCLAY BOSTON & CO.
CRD #109982 SEC #801-46608 DENVER, CO 303-592-4282
SEC Registered
Total AUM
$315.4M
Discretionary
$308.8M
Employees
9
Clients
51
Accounts
574
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $315.4M | $308.8M | $6.6M | 9 | 200 |
| Feb 2015 | $337M | $330.3M | $6.7M | 10 | 200 |
| Jan 2015 | $337M | $330.3M | $6.7M | 10 | 200 |
| Mar 2014 | $307.2M | $303.6M | $3.5M | 10 | 200 |
| Apr 2013 | $279.5M | $270M | $9.5M | 9 | 149 |
| Mar 2012 | $233M | $225M | $8M | 6 | 130 |
| Mar 2011 | $228M | $220M | $8M | 10 | -- |
| Mar 2009 | $143M | $143M | $0 | 5 | -- |
| Mar 2008 | $195M | $195M | $0 | 5 | -- |
| Mar 2007 | $180M | $180M | $0 | 5 | -- |
| Mar 2006 | $145M | $145M | $0 | 5 | -- |
| Sep 2005 | $116.3M | $116M | $300K | 5 | -- |
| Mar 2004 | $97M | $96.6M | $434K | 5 | -- |
| Apr 2002 | $70M | $70M | $0 | 5 | -- |
DateMar 2016
Total AUM$315.4M
Discretionary$308.8M
Non-Disc.$6.6M
Employees9
Clients200
DateFeb 2015
Total AUM$337M
Discretionary$330.3M
Non-Disc.$6.7M
Employees10
Clients200
DateJan 2015
Total AUM$337M
Discretionary$330.3M
Non-Disc.$6.7M
Employees10
Clients200
DateMar 2014
Total AUM$307.2M
Discretionary$303.6M
Non-Disc.$3.5M
Employees10
Clients200
DateApr 2013
Total AUM$279.5M
Discretionary$270M
Non-Disc.$9.5M
Employees9
Clients149
DateMar 2012
Total AUM$233M
Discretionary$225M
Non-Disc.$8M
Employees6
Clients130
DateMar 2011
Total AUM$228M
Discretionary$220M
Non-Disc.$8M
Employees10
Clients--
DateMar 2009
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$116.3M
Discretionary$116M
Non-Disc.$300K
Employees5
Clients--
DateMar 2004
Total AUM$97M
Discretionary$96.6M
Non-Disc.$434K
Employees5
Clients--
DateApr 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--