LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS
CRD #110758 SEC #801-24081 SANTA MONICA, CA 310-586-1828
SEC Registered
Total AUM
$691.9M
Discretionary
$682.7M
Employees
8
Clients
251
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $691.9M | $682.7M | $9.2M | 8 | 300 |
| Mar 2016 | $663.2M | $654.7M | $8.5M | 8 | 300 |
| Mar 2015 | $701.1M | $693.6M | $7.5M | 8 | 300 |
| Mar 2014 | $659.1M | $651.6M | $7.5M | 8 | 300 |
| Mar 2014 | $659.1M | $651.6M | $7.5M | 8 | 300 |
| Mar 2013 | $600.2M | $587.5M | $12.7M | 8 | 300 |
| Apr 2012 | $551.5M | $452.6M | $98.9M | 6 | 300 |
| Mar 2012 | $551.5M | $452.6M | $98.9M | 6 | 300 |
| Mar 2007 | $574.9M | $574.9M | $0 | 10 | -- |
| Feb 2007 | $521M | $521M | $0 | 10 | -- |
| Feb 2006 | $521M | $521M | $0 | 10 | -- |
| Nov 2005 | $487.4M | $487.4M | $0 | 10 | -- |
| Apr 2002 | $521.6M | $441M | $80.6M | 10 | -- |
DateMar 2017
Total AUM$691.9M
Discretionary$682.7M
Non-Disc.$9.2M
Employees8
Clients300
DateMar 2016
Total AUM$663.2M
Discretionary$654.7M
Non-Disc.$8.5M
Employees8
Clients300
DateMar 2015
Total AUM$701.1M
Discretionary$693.6M
Non-Disc.$7.5M
Employees8
Clients300
DateMar 2014
Total AUM$659.1M
Discretionary$651.6M
Non-Disc.$7.5M
Employees8
Clients300
DateMar 2014
Total AUM$659.1M
Discretionary$651.6M
Non-Disc.$7.5M
Employees8
Clients300
DateMar 2013
Total AUM$600.2M
Discretionary$587.5M
Non-Disc.$12.7M
Employees8
Clients300
DateApr 2012
Total AUM$551.5M
Discretionary$452.6M
Non-Disc.$98.9M
Employees6
Clients300
DateMar 2012
Total AUM$551.5M
Discretionary$452.6M
Non-Disc.$98.9M
Employees6
Clients300
DateMar 2007
Total AUM$574.9M
Discretionary$574.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$521M
Discretionary$521M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$521M
Discretionary$521M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$487.4M
Discretionary$487.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$521.6M
Discretionary$441M
Non-Disc.$80.6M
Employees10
Clients--