ANNACO INVESTMENT MANAGEMENT
CRD #110335 SEC #801-29930 HELENA, MT 406-442-2400
SEC Registered Disclosures
Total AUM
$87.3M
Discretionary
$87.3M
Employees
1
Clients
0
Accounts
296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $91.9M | $91.9M | $0 | 1 | 200 |
| Jun 2012 | $91.9M | $91.9M | $0 | 1 | 200 |
| Jun 2012 | $87.3M | $87.3M | $0 | 1 | 200 |
| May 2012 | $87.3M | $87.3M | $0 | 1 | 200 |
| Mar 2012 | $87.3M | $87.3M | $0 | 1 | 200 |
| Feb 2012 | $87.3M | $87.3M | $0 | 1 | 200 |
| Feb 2011 | $84M | $84M | $0 | 5 | -- |
| Mar 2010 | $79.6M | $79.6M | $0 | 5 | -- |
| Mar 2009 | $63.8M | $63.8M | $0 | 5 | -- |
| Mar 2007 | $75.8M | $75.8M | $0 | 5 | -- |
| Mar 2006 | $86.4M | $86.4M | $0 | 5 | -- |
| May 2005 | $86.8M | $86.8M | $0 | 5 | -- |
| Mar 2004 | $83.2M | $83.2M | $0 | 5 | -- |
| Apr 2002 | $94.3M | $94.3M | $0 | 5 | -- |
| Mar 2002 | $106.5M | $106.5M | $0 | 5 | -- |
DateJul 2012
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$86.8M
Discretionary$86.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees5
Clients--