LM ADVISORS INC
CRD #110883 SEC #801-22695 SAN DIEGO, CA 619-814-1400
SEC Registered
Total AUM
$704.5M
Discretionary
$12.5M
Employees
--
Clients
0
Accounts
410
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2009 | $659.8M | $649.5M | $10.4M | -- | -- |
| Feb 2008 | $798.6M | $785.5M | $13.1M | -- | -- |
| Feb 2007 | $704.5M | $12.5M | $692M | -- | -- |
| Mar 2006 | $637.3M | $626.8M | $10.4M | 10 | -- |
| Sep 2005 | $702.4M | $689.9M | $12.4M | 10 | -- |
| Jan 2005 | $702.4M | $689.9M | $12.4M | 10 | -- |
| Jan 2005 | $597.9M | $586.5M | $11.4M | 10 | -- |
| Jan 2005 | $702.4M | $12.4M | $689.9M | 10 | -- |
| Aug 2001 | $469.3M | $459.4M | $9.9M | 10 | -- |
DateFeb 2009
Total AUM$659.8M
Discretionary$649.5M
Non-Disc.$10.4M
Employees--
Clients--
DateFeb 2008
Total AUM$798.6M
Discretionary$785.5M
Non-Disc.$13.1M
Employees--
Clients--
DateFeb 2007
Total AUM$704.5M
Discretionary$12.5M
Non-Disc.$692M
Employees--
Clients--
DateMar 2006
Total AUM$637.3M
Discretionary$626.8M
Non-Disc.$10.4M
Employees10
Clients--
DateSep 2005
Total AUM$702.4M
Discretionary$689.9M
Non-Disc.$12.4M
Employees10
Clients--
DateJan 2005
Total AUM$702.4M
Discretionary$689.9M
Non-Disc.$12.4M
Employees10
Clients--
DateJan 2005
Total AUM$597.9M
Discretionary$586.5M
Non-Disc.$11.4M
Employees10
Clients--
DateJan 2005
Total AUM$702.4M
Discretionary$12.4M
Non-Disc.$689.9M
Employees10
Clients--
DateAug 2001
Total AUM$469.3M
Discretionary$459.4M
Non-Disc.$9.9M
Employees10
Clients--