SECURITIES AMERICA ADVISORS, INC.
CRD #110518 SEC #801-45628 LA VISTA, NE 402-399-9111
SEC Registered Disclosures
Total AUM
$38.2B
Discretionary
$27.7B
Employees
3,748
Clients
--
Accounts
200,228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $40.4B | $35.2B | $5.3B | 4,468 | 10,790 |
| Mar 2024 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Feb 2024 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Feb 2024 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Jan 2024 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Dec 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Nov 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Nov 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Oct 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Sep 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Aug 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Aug 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Aug 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Jul 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Jul 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Jun 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| May 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Apr 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Apr 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Mar 2023 | $38.2B | $27.7B | $10.4B | 3,748 | 12,351 |
| Mar 2023 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Mar 2023 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Mar 2023 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Feb 2023 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Jan 2023 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Dec 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Nov 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Nov 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Oct 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Sep 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Aug 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Jul 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Jun 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Jun 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| May 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| May 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Apr 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Mar 2022 | $45.4B | $38B | $7.4B | 4,143 | 34,442 |
| Mar 2022 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Feb 2022 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jan 2022 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jan 2022 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Dec 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Nov 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Oct 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Sep 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Aug 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Aug 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jul 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jun 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jun 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| May 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Apr 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Mar 2021 | $39.3B | $32.7B | $6.6B | 4,081 | 42,952 |
| Jan 2021 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Dec 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Dec 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Oct 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Oct 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Aug 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Jun 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Jun 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Mar 2020 | $29B | $24.1B | $4.9B | 1,989 | 31,544 |
| Mar 2020 | $21.9B | $18.3B | $3.6B | 1,992 | 34,004 |
| Feb 2020 | $21.9B | $18.3B | $3.6B | 1,992 | 34,004 |
| Mar 2019 | $21.9B | $18.3B | $3.6B | 1,992 | 34,004 |
| Feb 2019 | $22.2B | $16.6B | $5.6B | 1,875 | 19,253 |
| Oct 2018 | $22.2B | $16.6B | $5.6B | 1,875 | 19,253 |
| Sep 2018 | $22.2B | $16.6B | $5.6B | 1,875 | 19,253 |
| May 2018 | $22.2B | $16.6B | $5.6B | 1,875 | 19,253 |
| Mar 2018 | $22.2B | $16.6B | $5.6B | 1,875 | 19,253 |
| Feb 2018 | $15.6B | $12.6B | $3.1B | 2,152 | 0 |
| Sep 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Aug 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Jun 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Jun 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Jun 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Mar 2017 | $15.6B | $12.6B | $3.1B | 2,152 | 78,500 |
| Jan 2017 | $13.4B | $11B | $2.4B | 2,009 | 71,000 |
| Jul 2016 | $13.4B | $11B | $2.4B | 2,009 | 71,000 |
| Jun 2016 | $13.4B | $11B | $2.4B | 2,009 | 71,000 |
| Mar 2016 | $13.4B | $11B | $2.4B | 2,009 | 71,000 |
| Jul 2015 | $12.8B | $10.4B | $2.4B | 1,874 | 60,300 |
| Jun 2015 | $12.8B | $10.4B | $2.4B | 1,874 | 60,300 |
| Apr 2015 | $12.8B | $10.4B | $2.4B | 1,874 | 60,300 |
| Apr 2015 | $12.8B | $10.4B | $2.4B | 1,874 | 60,300 |
| Mar 2015 | $12.8B | $10.4B | $2.4B | 1,874 | 60,300 |
| Nov 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Sep 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Aug 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Jun 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| May 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| May 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Apr 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Mar 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Mar 2014 | $11.9B | $10.2B | $1.7B | 2,023 | 54,412 |
| Feb 2014 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Oct 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Sep 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Jul 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| May 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Apr 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Apr 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Apr 2013 | $9.4B | $7.7B | $1.7B | 1,606 | 49,700 |
| Jan 2013 | $8.3B | $7.2B | $1.1B | 1,530 | 47,600 |
| Dec 2012 | $8.3B | $7.2B | $1.1B | 1,530 | 47,600 |
| Oct 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| Oct 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| Aug 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| Jun 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| May 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| Mar 2012 | $8.3B | $7.2B | $1.1B | -- | 47,600 |
| Jan 2012 | $9.6B | $6.3B | $3.3B | -- | 34,600 |
| Dec 2011 | $9.6B | $6.3B | $3.3B | -- | 34,600 |
| Aug 2011 | $9.6B | $6.3B | $3.3B | -- | -- |
| Jul 2011 | $9.6B | $6.3B | $3.3B | -- | -- |
| May 2011 | $9.6B | $6.3B | $3.3B | -- | -- |
| Apr 2011 | $9.6B | $6.3B | $3.3B | -- | -- |
| Mar 2011 | $9.6B | $6.3B | $3.3B | -- | -- |
| Jan 2011 | $6.4B | $5.6B | $830.4M | -- | -- |
| Dec 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Sep 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Aug 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Jul 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| May 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| May 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Apr 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Mar 2010 | $6.4B | $5.6B | $830.4M | -- | -- |
| Oct 2009 | $3.6B | $3.6B | $51M | -- | -- |
| Apr 2009 | $3.6B | $3.6B | $51M | -- | -- |
| Nov 2007 | $4.2B | $4.2B | $76.2M | -- | -- |
| Aug 2007 | $4.2B | $4.2B | $76.2M | -- | -- |
| Mar 2007 | $4.2B | $4.2B | $76.2M | -- | -- |
| Mar 2006 | $3.4B | $3.4B | $43.6M | -- | -- |
| Feb 2006 | $2.4B | $2.3B | $34.7M | -- | -- |
| Sep 2005 | $2.4B | $2.3B | $34.7M | -- | -- |
| Jun 2005 | $2.4B | $2.3B | $34.7M | -- | -- |
| Jul 2004 | $1.9B | $1.8B | $34.8M | 501 | -- |
| Apr 2004 | $1.9B | $1.8B | $34.8M | 501 | -- |
| Apr 2002 | $1.1B | $1.1B | $41.7M | 501 | -- |
| May 2001 | $938.4M | $919.6M | $18.8M | 251 | -- |
DateMar 2024
Total AUM$40.4B
Discretionary$35.2B
Non-Disc.$5.3B
Employees4,468
Clients10,790
DateMar 2024
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateFeb 2024
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateFeb 2024
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateJan 2024
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateDec 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateNov 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateNov 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateOct 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateSep 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateAug 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateAug 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateAug 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateJul 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateJul 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateJun 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateMay 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateApr 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateApr 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateMar 2023
Total AUM$38.2B
Discretionary$27.7B
Non-Disc.$10.4B
Employees3,748
Clients12,351
DateMar 2023
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMar 2023
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMar 2023
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateFeb 2023
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateJan 2023
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateDec 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateNov 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateNov 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateOct 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateSep 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateAug 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateJul 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateJun 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateJun 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMay 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMay 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateApr 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMar 2022
Total AUM$45.4B
Discretionary$38B
Non-Disc.$7.4B
Employees4,143
Clients34,442
DateMar 2022
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateFeb 2022
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJan 2022
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJan 2022
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateDec 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateNov 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateOct 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateSep 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateAug 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateAug 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJul 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJun 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJun 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateMay 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateApr 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateMar 2021
Total AUM$39.3B
Discretionary$32.7B
Non-Disc.$6.6B
Employees4,081
Clients42,952
DateJan 2021
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateDec 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateDec 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateOct 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateOct 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateAug 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateJun 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateJun 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateMar 2020
Total AUM$29B
Discretionary$24.1B
Non-Disc.$4.9B
Employees1,989
Clients31,544
DateMar 2020
Total AUM$21.9B
Discretionary$18.3B
Non-Disc.$3.6B
Employees1,992
Clients34,004
DateFeb 2020
Total AUM$21.9B
Discretionary$18.3B
Non-Disc.$3.6B
Employees1,992
Clients34,004
DateMar 2019
Total AUM$21.9B
Discretionary$18.3B
Non-Disc.$3.6B
Employees1,992
Clients34,004
DateFeb 2019
Total AUM$22.2B
Discretionary$16.6B
Non-Disc.$5.6B
Employees1,875
Clients19,253
DateOct 2018
Total AUM$22.2B
Discretionary$16.6B
Non-Disc.$5.6B
Employees1,875
Clients19,253
DateSep 2018
Total AUM$22.2B
Discretionary$16.6B
Non-Disc.$5.6B
Employees1,875
Clients19,253
DateMay 2018
Total AUM$22.2B
Discretionary$16.6B
Non-Disc.$5.6B
Employees1,875
Clients19,253
DateMar 2018
Total AUM$22.2B
Discretionary$16.6B
Non-Disc.$5.6B
Employees1,875
Clients19,253
DateFeb 2018
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients0
DateSep 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateAug 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateJun 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateJun 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateJun 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateMar 2017
Total AUM$15.6B
Discretionary$12.6B
Non-Disc.$3.1B
Employees2,152
Clients78,500
DateJan 2017
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.4B
Employees2,009
Clients71,000
DateJul 2016
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.4B
Employees2,009
Clients71,000
DateJun 2016
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.4B
Employees2,009
Clients71,000
DateMar 2016
Total AUM$13.4B
Discretionary$11B
Non-Disc.$2.4B
Employees2,009
Clients71,000
DateJul 2015
Total AUM$12.8B
Discretionary$10.4B
Non-Disc.$2.4B
Employees1,874
Clients60,300
DateJun 2015
Total AUM$12.8B
Discretionary$10.4B
Non-Disc.$2.4B
Employees1,874
Clients60,300
DateApr 2015
Total AUM$12.8B
Discretionary$10.4B
Non-Disc.$2.4B
Employees1,874
Clients60,300
DateApr 2015
Total AUM$12.8B
Discretionary$10.4B
Non-Disc.$2.4B
Employees1,874
Clients60,300
DateMar 2015
Total AUM$12.8B
Discretionary$10.4B
Non-Disc.$2.4B
Employees1,874
Clients60,300
DateNov 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateSep 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateAug 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateJun 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateMay 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateMay 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateApr 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateMar 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateMar 2014
Total AUM$11.9B
Discretionary$10.2B
Non-Disc.$1.7B
Employees2,023
Clients54,412
DateFeb 2014
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateOct 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateSep 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateJul 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateMay 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateApr 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateApr 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateApr 2013
Total AUM$9.4B
Discretionary$7.7B
Non-Disc.$1.7B
Employees1,606
Clients49,700
DateJan 2013
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees1,530
Clients47,600
DateDec 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees1,530
Clients47,600
DateOct 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateOct 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateAug 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateJun 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateMay 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateMar 2012
Total AUM$8.3B
Discretionary$7.2B
Non-Disc.$1.1B
Employees--
Clients47,600
DateJan 2012
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients34,600
DateDec 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients34,600
DateAug 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients--
DateJul 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients--
DateMay 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients--
DateApr 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients--
DateMar 2011
Total AUM$9.6B
Discretionary$6.3B
Non-Disc.$3.3B
Employees--
Clients--
DateJan 2011
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateDec 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateSep 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateAug 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateJul 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateMay 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateMay 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateApr 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateMar 2010
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$830.4M
Employees--
Clients--
DateOct 2009
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$51M
Employees--
Clients--
DateApr 2009
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$51M
Employees--
Clients--
DateNov 2007
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$76.2M
Employees--
Clients--
DateAug 2007
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$76.2M
Employees--
Clients--
DateMar 2007
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$76.2M
Employees--
Clients--
DateMar 2006
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$43.6M
Employees--
Clients--
DateFeb 2006
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$34.7M
Employees--
Clients--
DateSep 2005
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$34.7M
Employees--
Clients--
DateJun 2005
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$34.7M
Employees--
Clients--
DateJul 2004
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$34.8M
Employees501
Clients--
DateApr 2004
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$34.8M
Employees501
Clients--
DateApr 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$41.7M
Employees501
Clients--
DateMay 2001
Total AUM$938.4M
Discretionary$919.6M
Non-Disc.$18.8M
Employees251
Clients--