MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
Legal name: CALIFORNIA FINANCIAL ADVISORS
CRD #110152 SEC #801-55273 SAN RAMON, CA 925.275.1000
SEC Registered
Total AUM
$2B
Discretionary
$1.7B
Employees
11
Clients
--
Accounts
3,335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1.7B | $267.7M | 11 | 1,536 |
| Dec 2024 | $1.7B | $1.5B | $276.9M | 11 | 1,490 |
| Aug 2024 | $1.7B | $1.5B | $276.9M | 11 | 1,490 |
| Mar 2024 | $1.7B | $1.5B | $276.9M | 11 | 1,490 |
| Mar 2023 | $1.5B | $1.3B | $227.5M | 11 | 1,321 |
| May 2022 | $1.6B | $1.4B | $269M | 10 | 1,315 |
| Mar 2022 | $1.6B | $1.4B | $269M | 10 | 1,315 |
| Aug 2021 | $1.5B | $1B | $455M | 10 | 0 |
| Mar 2021 | $1.5B | $1B | $455M | 10 | 0 |
| Jun 2020 | $1.3B | $885M | $405.4M | 9 | 1,238 |
| Apr 2020 | $1.3B | $885M | $405.4M | 9 | 1,238 |
| Feb 2019 | $1.1B | $736M | $347.9M | 8 | 1,208 |
| Mar 2018 | $1.1B | $743.6M | $345.3M | 8 | 1,170 |
| Mar 2017 | $961.8M | $655.9M | $305.9M | 8 | 1,100 |
| Feb 2016 | $943M | $634.9M | $308.1M | 8 | 1,100 |
| Mar 2015 | $940.4M | $630.1M | $310.3M | 8 | 1,100 |
| Mar 2014 | $899.8M | $572.4M | $327.4M | 7 | 1,100 |
| Feb 2013 | $814.8M | $519.7M | $295M | 7 | 1,000 |
| Mar 2012 | $762.8M | $481.7M | $281.1M | 6 | 1,000 |
| Mar 2011 | $757.1M | $466.1M | $291M | 10 | -- |
| Mar 2008 | $755.6M | $484.8M | $270.8M | 10 | -- |
| Mar 2007 | $729.5M | $458.3M | $271.2M | 10 | -- |
| Mar 2006 | $662.2M | $412.4M | $249.9M | 10 | -- |
| Sep 2005 | $549.9M | $320.5M | $229.4M | 10 | -- |
| Jan 2005 | $549.9M | $320.5M | $229.4M | 10 | -- |
| Oct 2001 | $511.1M | $236.2M | $274.9M | -- | -- |
| May 2001 | $511.1M | $236.2M | $274.9M | -- | -- |
DateMar 2025
Total AUM$2B
Discretionary$1.7B
Non-Disc.$267.7M
Employees11
Clients1,536
DateDec 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$276.9M
Employees11
Clients1,490
DateAug 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$276.9M
Employees11
Clients1,490
DateMar 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$276.9M
Employees11
Clients1,490
DateMar 2023
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$227.5M
Employees11
Clients1,321
DateMay 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$269M
Employees10
Clients1,315
DateMar 2022
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$269M
Employees10
Clients1,315
DateAug 2021
Total AUM$1.5B
Discretionary$1B
Non-Disc.$455M
Employees10
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1B
Non-Disc.$455M
Employees10
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$885M
Non-Disc.$405.4M
Employees9
Clients1,238
DateApr 2020
Total AUM$1.3B
Discretionary$885M
Non-Disc.$405.4M
Employees9
Clients1,238
DateFeb 2019
Total AUM$1.1B
Discretionary$736M
Non-Disc.$347.9M
Employees8
Clients1,208
DateMar 2018
Total AUM$1.1B
Discretionary$743.6M
Non-Disc.$345.3M
Employees8
Clients1,170
DateMar 2017
Total AUM$961.8M
Discretionary$655.9M
Non-Disc.$305.9M
Employees8
Clients1,100
DateFeb 2016
Total AUM$943M
Discretionary$634.9M
Non-Disc.$308.1M
Employees8
Clients1,100
DateMar 2015
Total AUM$940.4M
Discretionary$630.1M
Non-Disc.$310.3M
Employees8
Clients1,100
DateMar 2014
Total AUM$899.8M
Discretionary$572.4M
Non-Disc.$327.4M
Employees7
Clients1,100
DateFeb 2013
Total AUM$814.8M
Discretionary$519.7M
Non-Disc.$295M
Employees7
Clients1,000
DateMar 2012
Total AUM$762.8M
Discretionary$481.7M
Non-Disc.$281.1M
Employees6
Clients1,000
DateMar 2011
Total AUM$757.1M
Discretionary$466.1M
Non-Disc.$291M
Employees10
Clients--
DateMar 2008
Total AUM$755.6M
Discretionary$484.8M
Non-Disc.$270.8M
Employees10
Clients--
DateMar 2007
Total AUM$729.5M
Discretionary$458.3M
Non-Disc.$271.2M
Employees10
Clients--
DateMar 2006
Total AUM$662.2M
Discretionary$412.4M
Non-Disc.$249.9M
Employees10
Clients--
DateSep 2005
Total AUM$549.9M
Discretionary$320.5M
Non-Disc.$229.4M
Employees10
Clients--
DateJan 2005
Total AUM$549.9M
Discretionary$320.5M
Non-Disc.$229.4M
Employees10
Clients--
DateOct 2001
Total AUM$511.1M
Discretionary$236.2M
Non-Disc.$274.9M
Employees--
Clients--
DateMay 2001
Total AUM$511.1M
Discretionary$236.2M
Non-Disc.$274.9M
Employees--
Clients--