HABERER REGISTERED INVESTMENT ADVISOR INC
CRD #110382 SEC #801-13081 CINCINNATI, OH 513-381-8200
SEC Registered
Total AUM
$773.4M
Discretionary
$728.2M
Employees
11
Clients
51
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $314M | $301.2M | $12.8M | 11 | 400 |
| Aug 2014 | $397.6M | $373.1M | $24.4M | 13 | 400 |
| May 2014 | $397.6M | $373.1M | $24.4M | 13 | 400 |
| Mar 2014 | $397.6M | $373.1M | $24.4M | 13 | 400 |
| Nov 2013 | $458.7M | $438.3M | $20.4M | 12 | 600 |
| Sep 2013 | $672.1M | $634.8M | $37.3M | 12 | 600 |
| Mar 2013 | $678.5M | $635.2M | $43.3M | 14 | 600 |
| Jan 2013 | $664.1M | $617.2M | $46.9M | 14 | 600 |
| Dec 2012 | $773.4M | $728.2M | $45.2M | 14 | 600 |
| May 2012 | $773.4M | $728.2M | $45.2M | 11 | 600 |
| Mar 2012 | $773.4M | $728.2M | $45.2M | 11 | 600 |
| May 2011 | $703M | $673.5M | $29.5M | -- | -- |
| Mar 2011 | $703M | $673.5M | $29.5M | -- | -- |
| Dec 2010 | $609.7M | $601.4M | $8.3M | -- | -- |
| Mar 2010 | $609.7M | $601.4M | $8.3M | -- | -- |
| Mar 2008 | $831.6M | $734M | $97.6M | -- | -- |
| Jan 2008 | $802.9M | $680.9M | $122M | -- | -- |
| Nov 2007 | $802.9M | $680.9M | $122M | -- | -- |
| Oct 2007 | $802.9M | $680.9M | $122M | -- | -- |
| Oct 2007 | $802.9M | $680.9M | $122M | -- | -- |
| Aug 2007 | $802.9M | $680.9M | $122M | -- | -- |
| Mar 2007 | $802.9M | $680.9M | $122M | -- | -- |
| Sep 2005 | $598.2M | $545.1M | $53.1M | -- | -- |
| Jun 2005 | $598.2M | $545.1M | $53.1M | -- | -- |
| Jul 2004 | $519.5M | $470.4M | $49.1M | -- | -- |
| Mar 2004 | $519.5M | $470.4M | $49.1M | -- | -- |
| Apr 2002 | $506.2M | $459M | $47.2M | -- | -- |
| Aug 2001 | $526.9M | $515.8M | $11.2M | -- | -- |
DateMar 2015
Total AUM$314M
Discretionary$301.2M
Non-Disc.$12.8M
Employees11
Clients400
DateAug 2014
Total AUM$397.6M
Discretionary$373.1M
Non-Disc.$24.4M
Employees13
Clients400
DateMay 2014
Total AUM$397.6M
Discretionary$373.1M
Non-Disc.$24.4M
Employees13
Clients400
DateMar 2014
Total AUM$397.6M
Discretionary$373.1M
Non-Disc.$24.4M
Employees13
Clients400
DateNov 2013
Total AUM$458.7M
Discretionary$438.3M
Non-Disc.$20.4M
Employees12
Clients600
DateSep 2013
Total AUM$672.1M
Discretionary$634.8M
Non-Disc.$37.3M
Employees12
Clients600
DateMar 2013
Total AUM$678.5M
Discretionary$635.2M
Non-Disc.$43.3M
Employees14
Clients600
DateJan 2013
Total AUM$664.1M
Discretionary$617.2M
Non-Disc.$46.9M
Employees14
Clients600
DateDec 2012
Total AUM$773.4M
Discretionary$728.2M
Non-Disc.$45.2M
Employees14
Clients600
DateMay 2012
Total AUM$773.4M
Discretionary$728.2M
Non-Disc.$45.2M
Employees11
Clients600
DateMar 2012
Total AUM$773.4M
Discretionary$728.2M
Non-Disc.$45.2M
Employees11
Clients600
DateMay 2011
Total AUM$703M
Discretionary$673.5M
Non-Disc.$29.5M
Employees--
Clients--
DateMar 2011
Total AUM$703M
Discretionary$673.5M
Non-Disc.$29.5M
Employees--
Clients--
DateDec 2010
Total AUM$609.7M
Discretionary$601.4M
Non-Disc.$8.3M
Employees--
Clients--
DateMar 2010
Total AUM$609.7M
Discretionary$601.4M
Non-Disc.$8.3M
Employees--
Clients--
DateMar 2008
Total AUM$831.6M
Discretionary$734M
Non-Disc.$97.6M
Employees--
Clients--
DateJan 2008
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateNov 2007
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateOct 2007
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateOct 2007
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateAug 2007
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateMar 2007
Total AUM$802.9M
Discretionary$680.9M
Non-Disc.$122M
Employees--
Clients--
DateSep 2005
Total AUM$598.2M
Discretionary$545.1M
Non-Disc.$53.1M
Employees--
Clients--
DateJun 2005
Total AUM$598.2M
Discretionary$545.1M
Non-Disc.$53.1M
Employees--
Clients--
DateJul 2004
Total AUM$519.5M
Discretionary$470.4M
Non-Disc.$49.1M
Employees--
Clients--
DateMar 2004
Total AUM$519.5M
Discretionary$470.4M
Non-Disc.$49.1M
Employees--
Clients--
DateApr 2002
Total AUM$506.2M
Discretionary$459M
Non-Disc.$47.2M
Employees--
Clients--
DateAug 2001
Total AUM$526.9M
Discretionary$515.8M
Non-Disc.$11.2M
Employees--
Clients--