YAGER ROBERT ALAN
Legal name: ROBERT ALAN YAGER
CRD #110805 SEC #801-56685 SAN JOSE, CA 408-978-2214 X 240
SEC Registered
Total AUM
$3.5M
Discretionary
$500K
Employees
1
Clients
101
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $3.5M | $500K | $3M | 1 | 4 |
| Dec 2017 | $3.5M | $500K | $3M | 1 | 4 |
| Nov 2017 | $4M | $1M | $3M | 3 | 4 |
| Aug 2017 | $128.8M | $121.7M | $7.1M | 3 | 170 |
| Aug 2017 | $128.8M | $121.7M | $7.1M | 3 | 170 |
| Mar 2017 | $128.8M | $121.7M | $7.1M | 3 | 170 |
| Mar 2016 | $120.8M | $89.3M | $31.5M | 3 | 200 |
| Nov 2015 | $115.5M | $81.6M | $33.9M | 3 | 200 |
| Mar 2015 | $115.5M | $81.6M | $33.9M | 3 | 200 |
| Jun 2014 | $129.9M | $23.2M | $106.7M | 3 | 200 |
| Mar 2014 | $126.6M | $0 | $126.6M | 3 | 200 |
| May 2013 | $111.7M | $0 | $111.7M | 3 | 200 |
| Apr 2013 | $111.7M | $0 | $111.7M | 3 | 200 |
| Mar 2012 | $98M | $0 | $98M | 1 | 200 |
| Apr 2011 | $96M | $0 | $96M | 5 | -- |
| Mar 2011 | $96M | $0 | $96M | 5 | -- |
| Feb 2009 | $91.5M | $0 | $91.5M | 5 | -- |
| Mar 2008 | $91.5M | $0 | $91.5M | 5 | -- |
| Feb 2007 | $85M | $0 | $85M | 5 | -- |
| Dec 2006 | $82M | $0 | $82M | 5 | -- |
| Mar 2006 | $82M | $0 | $82M | 5 | -- |
| Sep 2005 | $69M | $0 | $69M | 5 | -- |
| Mar 2004 | $65M | $0 | $65M | 5 | -- |
| May 2002 | $84M | $0 | $84M | 5 | -- |
| Jul 2001 | $70M | $0 | $70M | 5 | -- |
DateJan 2018
Total AUM$3.5M
Discretionary$500K
Non-Disc.$3M
Employees1
Clients4
DateDec 2017
Total AUM$3.5M
Discretionary$500K
Non-Disc.$3M
Employees1
Clients4
DateNov 2017
Total AUM$4M
Discretionary$1M
Non-Disc.$3M
Employees3
Clients4
DateAug 2017
Total AUM$128.8M
Discretionary$121.7M
Non-Disc.$7.1M
Employees3
Clients170
DateAug 2017
Total AUM$128.8M
Discretionary$121.7M
Non-Disc.$7.1M
Employees3
Clients170
DateMar 2017
Total AUM$128.8M
Discretionary$121.7M
Non-Disc.$7.1M
Employees3
Clients170
DateMar 2016
Total AUM$120.8M
Discretionary$89.3M
Non-Disc.$31.5M
Employees3
Clients200
DateNov 2015
Total AUM$115.5M
Discretionary$81.6M
Non-Disc.$33.9M
Employees3
Clients200
DateMar 2015
Total AUM$115.5M
Discretionary$81.6M
Non-Disc.$33.9M
Employees3
Clients200
DateJun 2014
Total AUM$129.9M
Discretionary$23.2M
Non-Disc.$106.7M
Employees3
Clients200
DateMar 2014
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees3
Clients200
DateMay 2013
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees3
Clients200
DateApr 2013
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees3
Clients200
DateMar 2012
Total AUM$98M
Discretionary$0
Non-Disc.$98M
Employees1
Clients200
DateApr 2011
Total AUM$96M
Discretionary$0
Non-Disc.$96M
Employees5
Clients--
DateMar 2011
Total AUM$96M
Discretionary$0
Non-Disc.$96M
Employees5
Clients--
DateFeb 2009
Total AUM$91.5M
Discretionary$0
Non-Disc.$91.5M
Employees5
Clients--
DateMar 2008
Total AUM$91.5M
Discretionary$0
Non-Disc.$91.5M
Employees5
Clients--
DateFeb 2007
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateDec 2006
Total AUM$82M
Discretionary$0
Non-Disc.$82M
Employees5
Clients--
DateMar 2006
Total AUM$82M
Discretionary$0
Non-Disc.$82M
Employees5
Clients--
DateSep 2005
Total AUM$69M
Discretionary$0
Non-Disc.$69M
Employees5
Clients--
DateMar 2004
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateMay 2002
Total AUM$84M
Discretionary$0
Non-Disc.$84M
Employees5
Clients--
DateJul 2001
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients--