ALLOCCA J P & ASSOCIATES INC
CRD #110343 SEC #801-48330 SANTA FE, NM 505-988-9739
SEC Registered
Total AUM
$56.7M
Discretionary
$52.7M
Employees
5
Clients
26
Accounts
842
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $75.9M | $54.2M | $21.7M | 10 | -- |
| Jan 2007 | $112M | $86.7M | $25.3M | 10 | -- |
| Mar 2006 | $94.5M | $75.7M | $18.8M | 10 | -- |
| Jan 2005 | $67.8M | $55.8M | $12M | 5 | -- |
| Apr 2002 | $56.7M | $52.7M | $4M | 5 | -- |
DateApr 2009
Total AUM$75.9M
Discretionary$54.2M
Non-Disc.$21.7M
Employees10
Clients--
DateJan 2007
Total AUM$112M
Discretionary$86.7M
Non-Disc.$25.3M
Employees10
Clients--
DateMar 2006
Total AUM$94.5M
Discretionary$75.7M
Non-Disc.$18.8M
Employees10
Clients--
DateJan 2005
Total AUM$67.8M
Discretionary$55.8M
Non-Disc.$12M
Employees5
Clients--
DateApr 2002
Total AUM$56.7M
Discretionary$52.7M
Non-Disc.$4M
Employees5
Clients--