THE PROPER ANALYSIS CORPORATION
CRD #110615 SEC #801-42983 BEACHWOOD, OH 216-595-3842
SEC Registered
Total AUM
$291.6M
Discretionary
$286.7M
Employees
4
Clients
11
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $291.6M | $286.7M | $4.9M | 4 | 0 |
| Mar 2019 | $291.6M | $286.7M | $4.9M | 4 | 0 |
| Apr 2018 | $285.7M | $238.3M | $47.4M | 5 | 0 |
| Mar 2018 | $285.7M | $238.3M | $47.4M | 5 | 0 |
| Sep 2017 | $325.5M | $273.4M | $52.1M | 5 | 229 |
| Mar 2017 | $325.5M | $273.4M | $52.1M | 5 | 229 |
| Mar 2016 | $298.7M | $256.2M | $42.6M | 4 | 265 |
| Mar 2015 | $336.7M | $303.5M | $33.1M | 4 | 270 |
| Mar 2014 | $328.3M | $297.4M | $30.9M | 4 | 284 |
| Feb 2014 | $328.3M | $297.4M | $30.9M | 4 | 284 |
| Feb 2013 | $313.8M | $286M | $27.8M | 4 | 300 |
| Apr 2012 | $291.9M | $262M | $29.9M | 6 | 300 |
| Mar 2012 | $291.9M | $262M | $29.9M | 6 | 300 |
| Mar 2010 | $251.3M | $231.5M | $19.9M | 10 | -- |
| Feb 2009 | $190.1M | $178.9M | $11.2M | 10 | -- |
| Mar 2008 | $274M | $274M | $0 | 10 | -- |
| Mar 2007 | $242.7M | $242.7M | $0 | 10 | -- |
| Mar 2006 | $200.5M | $200.5M | $0 | 10 | -- |
| Sep 2005 | $172.6M | $172.6M | $0 | 10 | -- |
| Feb 2005 | $172.6M | $172.6M | $0 | 10 | -- |
| Mar 2002 | $107.2M | $107.2M | $0 | 5 | -- |
DateMay 2019
Total AUM$291.6M
Discretionary$286.7M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2019
Total AUM$291.6M
Discretionary$286.7M
Non-Disc.$4.9M
Employees4
Clients0
DateApr 2018
Total AUM$285.7M
Discretionary$238.3M
Non-Disc.$47.4M
Employees5
Clients0
DateMar 2018
Total AUM$285.7M
Discretionary$238.3M
Non-Disc.$47.4M
Employees5
Clients0
DateSep 2017
Total AUM$325.5M
Discretionary$273.4M
Non-Disc.$52.1M
Employees5
Clients229
DateMar 2017
Total AUM$325.5M
Discretionary$273.4M
Non-Disc.$52.1M
Employees5
Clients229
DateMar 2016
Total AUM$298.7M
Discretionary$256.2M
Non-Disc.$42.6M
Employees4
Clients265
DateMar 2015
Total AUM$336.7M
Discretionary$303.5M
Non-Disc.$33.1M
Employees4
Clients270
DateMar 2014
Total AUM$328.3M
Discretionary$297.4M
Non-Disc.$30.9M
Employees4
Clients284
DateFeb 2014
Total AUM$328.3M
Discretionary$297.4M
Non-Disc.$30.9M
Employees4
Clients284
DateFeb 2013
Total AUM$313.8M
Discretionary$286M
Non-Disc.$27.8M
Employees4
Clients300
DateApr 2012
Total AUM$291.9M
Discretionary$262M
Non-Disc.$29.9M
Employees6
Clients300
DateMar 2012
Total AUM$291.9M
Discretionary$262M
Non-Disc.$29.9M
Employees6
Clients300
DateMar 2010
Total AUM$251.3M
Discretionary$231.5M
Non-Disc.$19.9M
Employees10
Clients--
DateFeb 2009
Total AUM$190.1M
Discretionary$178.9M
Non-Disc.$11.2M
Employees10
Clients--
DateMar 2008
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients--