KERWIN BELEY & ASSOCIATES INC
Legal name: KERWIN-BELEY & ASSOCIATES, INC.
CRD #110492 SEC #801-13146 SEATTLE, WA 206-352-1500
SEC Registered
Total AUM
$51.5M
Discretionary
$46.5M
Employees
1
Clients
0
Accounts
266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $51.5M | $46.5M | $4.9M | 1 | 105 |
| Apr 2012 | $51.5M | $46.5M | $4.9M | 1 | 105 |
| Mar 2012 | $51.5M | $46.5M | $4.9M | 1 | 105 |
| Mar 2012 | $51.5M | $46.5M | $4.9M | 1 | 105 |
| Feb 2012 | $51.5M | $46.5M | $4.9M | 1 | 105 |
| Mar 2011 | $64.1M | $49.9M | $14.2M | 5 | -- |
| Mar 2010 | $60.2M | $47.7M | $12.5M | 5 | -- |
| Mar 2008 | $59.8M | $45.3M | $14.5M | 5 | -- |
| Oct 2007 | $63.2M | $50.6M | $12.6M | 5 | -- |
| Mar 2007 | $63.2M | $50.6M | $12.6M | 5 | -- |
| Mar 2006 | $50.4M | $41.1M | $9.3M | 5 | -- |
| Sep 2005 | $50.4M | $41.1M | $9.3M | 5 | -- |
| Mar 2004 | $50M | $37.9M | $12M | 5 | -- |
| May 2002 | $59.5M | $31.4M | $28.1M | 5 | -- |
DateJun 2012
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$4.9M
Employees1
Clients105
DateApr 2012
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$4.9M
Employees1
Clients105
DateMar 2012
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$4.9M
Employees1
Clients105
DateMar 2012
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$4.9M
Employees1
Clients105
DateFeb 2012
Total AUM$51.5M
Discretionary$46.5M
Non-Disc.$4.9M
Employees1
Clients105
DateMar 2011
Total AUM$64.1M
Discretionary$49.9M
Non-Disc.$14.2M
Employees5
Clients--
DateMar 2010
Total AUM$60.2M
Discretionary$47.7M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2008
Total AUM$59.8M
Discretionary$45.3M
Non-Disc.$14.5M
Employees5
Clients--
DateOct 2007
Total AUM$63.2M
Discretionary$50.6M
Non-Disc.$12.6M
Employees5
Clients--
DateMar 2007
Total AUM$63.2M
Discretionary$50.6M
Non-Disc.$12.6M
Employees5
Clients--
DateMar 2006
Total AUM$50.4M
Discretionary$41.1M
Non-Disc.$9.3M
Employees5
Clients--
DateSep 2005
Total AUM$50.4M
Discretionary$41.1M
Non-Disc.$9.3M
Employees5
Clients--
DateMar 2004
Total AUM$50M
Discretionary$37.9M
Non-Disc.$12M
Employees5
Clients--
DateMay 2002
Total AUM$59.5M
Discretionary$31.4M
Non-Disc.$28.1M
Employees5
Clients--