LASSUS WHERLEY & ASSOCIATES, INC.
Legal name: LASSUS WHERLEY
CRD #110924 SEC #801-27567 NEW PROVIDENCE, NJ 908-464-0102
SEC Registered
Total AUM
$616.6M
Discretionary
$616.6M
Employees
17
Clients
251
Accounts
1,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $616.6M | $616.6M | $0 | 17 | 0 |
| Jan 2021 | $579.9M | $579.9M | $0 | 17 | 0 |
| Jun 2020 | $579.9M | $579.9M | $0 | 17 | 0 |
| Jun 2020 | $579.9M | $579.9M | $0 | 17 | 0 |
| Mar 2020 | $579.9M | $579.9M | $0 | 17 | 0 |
| Sep 2019 | $509.8M | $509.8M | $0 | 17 | 0 |
| Mar 2019 | $509.8M | $509.8M | $0 | 17 | 0 |
| Oct 2018 | $546.8M | $546.8M | $0 | 17 | 0 |
| Sep 2018 | $546.8M | $546.8M | $0 | 17 | 0 |
| Mar 2018 | $546.8M | $546.8M | $0 | 17 | 0 |
| Mar 2017 | $479.3M | $479.3M | $0 | 17 | 300 |
| Apr 2016 | $451M | $451M | $0 | 19 | 300 |
| Mar 2016 | $451M | $451M | $0 | 18 | 300 |
| Feb 2016 | $461.4M | $461.4M | $0 | 20 | 300 |
| Jun 2015 | $461.4M | $461.4M | $0 | 20 | 300 |
| Jul 2014 | $426M | $426M | $0 | 20 | 300 |
| Jun 2014 | $426M | $426M | $0 | 20 | 300 |
| Jun 2013 | $385.1M | $385.1M | $0 | 24 | 300 |
| Jun 2012 | $355.1M | $355.1M | $0 | 11 | 300 |
| Mar 2012 | $353.1M | $353.1M | $0 | 11 | 300 |
| Jun 2011 | $330.9M | $330.9M | $0 | -- | -- |
| Feb 2011 | $312.1M | $312.1M | $0 | -- | -- |
| Dec 2010 | $312.1M | $312.1M | $0 | -- | -- |
| Jun 2010 | $300.5M | $300.5M | $0 | -- | -- |
| Jun 2009 | $239.1M | $239.1M | $0 | -- | -- |
| Dec 2006 | $310.5M | $308.7M | $1.8M | -- | -- |
| Dec 2005 | $245.1M | $236.4M | $8.7M | -- | -- |
| Sep 2005 | $229.9M | $211.7M | $18.2M | -- | -- |
| Jun 2005 | $229.9M | $211.7M | $18.2M | -- | -- |
| Dec 2004 | $211M | $191.8M | $19.2M | -- | -- |
| Jul 2004 | $198.2M | $177.7M | $20.6M | -- | -- |
| Dec 2003 | $180.8M | $162.4M | $18.4M | -- | -- |
| Apr 2002 | $162.8M | $140.8M | $22M | -- | -- |
| Apr 2002 | $158.2M | $138.1M | $20.1M | -- | -- |
| Jun 2001 | $158.2M | $138.1M | $20.1M | -- | -- |
DateJan 2021
Total AUM$616.6M
Discretionary$616.6M
Non-Disc.$0
Employees17
Clients0
DateJan 2021
Total AUM$579.9M
Discretionary$579.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$579.9M
Discretionary$579.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$579.9M
Discretionary$579.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$579.9M
Discretionary$579.9M
Non-Disc.$0
Employees17
Clients0
DateSep 2019
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees17
Clients0
DateSep 2018
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$546.8M
Discretionary$546.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees17
Clients300
DateApr 2016
Total AUM$451M
Discretionary$451M
Non-Disc.$0
Employees19
Clients300
DateMar 2016
Total AUM$451M
Discretionary$451M
Non-Disc.$0
Employees18
Clients300
DateFeb 2016
Total AUM$461.4M
Discretionary$461.4M
Non-Disc.$0
Employees20
Clients300
DateJun 2015
Total AUM$461.4M
Discretionary$461.4M
Non-Disc.$0
Employees20
Clients300
DateJul 2014
Total AUM$426M
Discretionary$426M
Non-Disc.$0
Employees20
Clients300
DateJun 2014
Total AUM$426M
Discretionary$426M
Non-Disc.$0
Employees20
Clients300
DateJun 2013
Total AUM$385.1M
Discretionary$385.1M
Non-Disc.$0
Employees24
Clients300
DateJun 2012
Total AUM$355.1M
Discretionary$355.1M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees11
Clients300
DateJun 2011
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$310.5M
Discretionary$308.7M
Non-Disc.$1.8M
Employees--
Clients--
DateDec 2005
Total AUM$245.1M
Discretionary$236.4M
Non-Disc.$8.7M
Employees--
Clients--
DateSep 2005
Total AUM$229.9M
Discretionary$211.7M
Non-Disc.$18.2M
Employees--
Clients--
DateJun 2005
Total AUM$229.9M
Discretionary$211.7M
Non-Disc.$18.2M
Employees--
Clients--
DateDec 2004
Total AUM$211M
Discretionary$191.8M
Non-Disc.$19.2M
Employees--
Clients--
DateJul 2004
Total AUM$198.2M
Discretionary$177.7M
Non-Disc.$20.6M
Employees--
Clients--
DateDec 2003
Total AUM$180.8M
Discretionary$162.4M
Non-Disc.$18.4M
Employees--
Clients--
DateApr 2002
Total AUM$162.8M
Discretionary$140.8M
Non-Disc.$22M
Employees--
Clients--
DateApr 2002
Total AUM$158.2M
Discretionary$138.1M
Non-Disc.$20.1M
Employees--
Clients--
DateJun 2001
Total AUM$158.2M
Discretionary$138.1M
Non-Disc.$20.1M
Employees--
Clients--