PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD #110476 SEC #801-56131 HOUSTON, TX 800-762-6111
SEC Registered
Total AUM
$588.4M
Discretionary
$588.4M
Employees
21
Clients
--
Accounts
768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $588.4M | $588.4M | $0 | 21 | 0 |
| Aug 2022 | $756.6M | $756.6M | $0 | 29 | 0 |
| May 2022 | $756.6M | $756.6M | $0 | 29 | 0 |
| Mar 2022 | $756.6M | $756.6M | $0 | 29 | 0 |
| Jan 2022 | $1.4B | $1.4B | $0 | 403 | 88 |
| Dec 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Oct 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Sep 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Jul 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Jun 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Mar 2021 | $1.4B | $1.4B | $0 | 403 | 88 |
| Sep 2020 | $1.1B | $1.1B | $0 | 409 | 85 |
| Aug 2020 | $1.1B | $1.1B | $0 | 409 | 85 |
| Jun 2020 | $1.1B | $1.1B | $0 | 409 | 85 |
| Jun 2020 | $1.1B | $1.1B | $0 | 409 | 85 |
| Mar 2020 | $1.1B | $1.1B | $0 | 409 | 85 |
| Jan 2020 | $875.6M | $875.6M | $0 | 389 | 0 |
| Aug 2019 | $875.6M | $875.6M | $0 | 389 | 0 |
| Jul 2019 | $875.6M | $875.6M | $0 | 389 | 0 |
| Jun 2019 | $784.5M | $784.5M | $0 | 392 | 0 |
| Jun 2019 | $784.5M | $784.5M | $0 | 392 | 0 |
| Mar 2019 | $784.5M | $784.5M | $0 | 392 | 0 |
| Mar 2019 | $678.3M | $678.3M | $0 | 393 | 0 |
| Dec 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Oct 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Jul 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Jul 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Jun 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Apr 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Apr 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Mar 2018 | $678.3M | $678.3M | $0 | 393 | 0 |
| Feb 2018 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Dec 2017 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Oct 2017 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Sep 2017 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Sep 2017 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Mar 2017 | $430.9M | $430.9M | $0 | 343 | 1,116 |
| Jan 2017 | $360.9M | $360.9M | $0 | 315 | 700 |
| Dec 2016 | $360.9M | $360.9M | $0 | 315 | 700 |
| Sep 2016 | $360.9M | $360.9M | $0 | 315 | 700 |
| Mar 2016 | $360.9M | $360.9M | $0 | 315 | 700 |
| Mar 2016 | $394.9M | $394.9M | $0 | 270 | 500 |
| Jan 2016 | $394.9M | $394.9M | $0 | 270 | 500 |
| Dec 2015 | $394.9M | $394.9M | $0 | 270 | 500 |
| May 2015 | $394.9M | $394.9M | $0 | 270 | 500 |
| Apr 2015 | $394.9M | $394.9M | $0 | 270 | 500 |
| Mar 2015 | $394.9M | $394.9M | $0 | 270 | 500 |
| Dec 2014 | $174.9M | $174.9M | $0 | 216 | 500 |
| Oct 2014 | $174.9M | $174.9M | $0 | 216 | 500 |
| Sep 2014 | $174.9M | $174.9M | $0 | 216 | 500 |
| Mar 2014 | $174.9M | $174.9M | $0 | 216 | 500 |
| Feb 2014 | $366.8M | $366.3M | $475.4K | 216 | 500 |
| Sep 2013 | $324.8M | $322.7M | $2.1M | 191 | 600 |
| Jun 2013 | $324.8M | $322.7M | $2.1M | 191 | 600 |
| May 2013 | $283.8M | $281.8M | $2M | 191 | 600 |
| Mar 2013 | $283.8M | $281.8M | $2M | 191 | 600 |
| Feb 2013 | $315.1M | $311.2M | $3.9M | 195 | 500 |
| Jan 2013 | $315.1M | $311.2M | $3.9M | 195 | 500 |
| Sep 2012 | $315.1M | $311.2M | $3.9M | 51 | 500 |
| Jul 2012 | $315.1M | $311.2M | $3.9M | 51 | 500 |
| Mar 2012 | $443.5M | $350.7M | $92.8M | 51 | 500 |
| May 2011 | $413.6M | $397.4M | $16.3M | 51 | -- |
| Apr 2011 | $413.6M | $397.4M | $16.3M | 51 | -- |
| Mar 2011 | $413.6M | $397.4M | $16.3M | 51 | -- |
| Nov 2010 | $414.2M | $396.2M | $18M | 51 | -- |
| Oct 2010 | $414.2M | $396.2M | $18M | 51 | -- |
| Oct 2010 | $414.2M | $396.2M | $18M | 51 | -- |
| Sep 2010 | $576.2M | $553.4M | $22.8M | -- | -- |
| Aug 2010 | $576.2M | $553.4M | $22.8M | -- | -- |
| Apr 2010 | $576.2M | $553.4M | $22.8M | -- | -- |
| Mar 2010 | $576.2M | $553.4M | $22.8M | -- | -- |
| Mar 2010 | $479.8M | $454.2M | $25.6M | -- | -- |
| Mar 2009 | $479.8M | $454.2M | $25.6M | -- | -- |
| Mar 2008 | $830.8M | $826.1M | $4.7M | -- | -- |
| Nov 2007 | $689.5M | $685.6M | $3.8M | -- | -- |
| Sep 2007 | $689.5M | $685.6M | $3.8M | -- | -- |
| Aug 2007 | $689.5M | $685.6M | $3.8M | -- | -- |
| Mar 2007 | $689.5M | $685.6M | $3.8M | -- | -- |
| Dec 2006 | $555.7M | $509.8M | $45.9M | -- | -- |
| Nov 2006 | $555.7M | $509.8M | $45.9M | -- | -- |
| Mar 2006 | $555.7M | $509.8M | $45.9M | -- | -- |
| Oct 2005 | $461.4M | $316M | $145.4M | -- | -- |
| Sep 2005 | $461.4M | $316M | $145.4M | -- | -- |
| Feb 2005 | $461.4M | $316M | $145.4M | -- | -- |
| Jul 2004 | $461.4M | $316M | $145.4M | -- | -- |
| Mar 2002 | $307.7M | $275.8M | $31.9M | -- | -- |
DateMar 2023
Total AUM$588.4M
Discretionary$588.4M
Non-Disc.$0
Employees21
Clients0
DateAug 2022
Total AUM$756.6M
Discretionary$756.6M
Non-Disc.$0
Employees29
Clients0
DateMay 2022
Total AUM$756.6M
Discretionary$756.6M
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$756.6M
Discretionary$756.6M
Non-Disc.$0
Employees29
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateSep 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateJul 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateJun 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees403
Clients88
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees409
Clients85
DateAug 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees409
Clients85
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees409
Clients85
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees409
Clients85
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees409
Clients85
DateJan 2020
Total AUM$875.6M
Discretionary$875.6M
Non-Disc.$0
Employees389
Clients0
DateAug 2019
Total AUM$875.6M
Discretionary$875.6M
Non-Disc.$0
Employees389
Clients0
DateJul 2019
Total AUM$875.6M
Discretionary$875.6M
Non-Disc.$0
Employees389
Clients0
DateJun 2019
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees392
Clients0
DateJun 2019
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees392
Clients0
DateMar 2019
Total AUM$784.5M
Discretionary$784.5M
Non-Disc.$0
Employees392
Clients0
DateMar 2019
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateDec 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateOct 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateJul 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateJul 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateJun 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateApr 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateApr 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateMar 2018
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees393
Clients0
DateFeb 2018
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateDec 2017
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateOct 2017
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateSep 2017
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateSep 2017
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateMar 2017
Total AUM$430.9M
Discretionary$430.9M
Non-Disc.$0
Employees343
Clients1,116
DateJan 2017
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees315
Clients700
DateDec 2016
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees315
Clients700
DateSep 2016
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees315
Clients700
DateMar 2016
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees315
Clients700
DateMar 2016
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateJan 2016
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateDec 2015
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateMay 2015
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateApr 2015
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateMar 2015
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees270
Clients500
DateDec 2014
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees216
Clients500
DateOct 2014
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees216
Clients500
DateSep 2014
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees216
Clients500
DateMar 2014
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees216
Clients500
DateFeb 2014
Total AUM$366.8M
Discretionary$366.3M
Non-Disc.$475.4K
Employees216
Clients500
DateSep 2013
Total AUM$324.8M
Discretionary$322.7M
Non-Disc.$2.1M
Employees191
Clients600
DateJun 2013
Total AUM$324.8M
Discretionary$322.7M
Non-Disc.$2.1M
Employees191
Clients600
DateMay 2013
Total AUM$283.8M
Discretionary$281.8M
Non-Disc.$2M
Employees191
Clients600
DateMar 2013
Total AUM$283.8M
Discretionary$281.8M
Non-Disc.$2M
Employees191
Clients600
DateFeb 2013
Total AUM$315.1M
Discretionary$311.2M
Non-Disc.$3.9M
Employees195
Clients500
DateJan 2013
Total AUM$315.1M
Discretionary$311.2M
Non-Disc.$3.9M
Employees195
Clients500
DateSep 2012
Total AUM$315.1M
Discretionary$311.2M
Non-Disc.$3.9M
Employees51
Clients500
DateJul 2012
Total AUM$315.1M
Discretionary$311.2M
Non-Disc.$3.9M
Employees51
Clients500
DateMar 2012
Total AUM$443.5M
Discretionary$350.7M
Non-Disc.$92.8M
Employees51
Clients500
DateMay 2011
Total AUM$413.6M
Discretionary$397.4M
Non-Disc.$16.3M
Employees51
Clients--
DateApr 2011
Total AUM$413.6M
Discretionary$397.4M
Non-Disc.$16.3M
Employees51
Clients--
DateMar 2011
Total AUM$413.6M
Discretionary$397.4M
Non-Disc.$16.3M
Employees51
Clients--
DateNov 2010
Total AUM$414.2M
Discretionary$396.2M
Non-Disc.$18M
Employees51
Clients--
DateOct 2010
Total AUM$414.2M
Discretionary$396.2M
Non-Disc.$18M
Employees51
Clients--
DateOct 2010
Total AUM$414.2M
Discretionary$396.2M
Non-Disc.$18M
Employees51
Clients--
DateSep 2010
Total AUM$576.2M
Discretionary$553.4M
Non-Disc.$22.8M
Employees--
Clients--
DateAug 2010
Total AUM$576.2M
Discretionary$553.4M
Non-Disc.$22.8M
Employees--
Clients--
DateApr 2010
Total AUM$576.2M
Discretionary$553.4M
Non-Disc.$22.8M
Employees--
Clients--
DateMar 2010
Total AUM$576.2M
Discretionary$553.4M
Non-Disc.$22.8M
Employees--
Clients--
DateMar 2010
Total AUM$479.8M
Discretionary$454.2M
Non-Disc.$25.6M
Employees--
Clients--
DateMar 2009
Total AUM$479.8M
Discretionary$454.2M
Non-Disc.$25.6M
Employees--
Clients--
DateMar 2008
Total AUM$830.8M
Discretionary$826.1M
Non-Disc.$4.7M
Employees--
Clients--
DateNov 2007
Total AUM$689.5M
Discretionary$685.6M
Non-Disc.$3.8M
Employees--
Clients--
DateSep 2007
Total AUM$689.5M
Discretionary$685.6M
Non-Disc.$3.8M
Employees--
Clients--
DateAug 2007
Total AUM$689.5M
Discretionary$685.6M
Non-Disc.$3.8M
Employees--
Clients--
DateMar 2007
Total AUM$689.5M
Discretionary$685.6M
Non-Disc.$3.8M
Employees--
Clients--
DateDec 2006
Total AUM$555.7M
Discretionary$509.8M
Non-Disc.$45.9M
Employees--
Clients--
DateNov 2006
Total AUM$555.7M
Discretionary$509.8M
Non-Disc.$45.9M
Employees--
Clients--
DateMar 2006
Total AUM$555.7M
Discretionary$509.8M
Non-Disc.$45.9M
Employees--
Clients--
DateOct 2005
Total AUM$461.4M
Discretionary$316M
Non-Disc.$145.4M
Employees--
Clients--
DateSep 2005
Total AUM$461.4M
Discretionary$316M
Non-Disc.$145.4M
Employees--
Clients--
DateFeb 2005
Total AUM$461.4M
Discretionary$316M
Non-Disc.$145.4M
Employees--
Clients--
DateJul 2004
Total AUM$461.4M
Discretionary$316M
Non-Disc.$145.4M
Employees--
Clients--
DateMar 2002
Total AUM$307.7M
Discretionary$275.8M
Non-Disc.$31.9M
Employees--
Clients--