FINANCIAL PERSPECTIVES
CRD #111240 SEC #801-63811 PLEASANTON, CA 510-651-7054
SEC Registered
Total AUM
$66.5M
Discretionary
$66.5M
Employees
1
Clients
26
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $66.5M | $66.5M | $0 | 1 | 200 |
| Mar 2012 | $66.5M | $66.5M | $0 | 1 | 200 |
| Feb 2012 | $66.5M | $66.5M | $0 | 1 | 200 |
| Jan 2012 | $66.5M | $66.5M | $0 | 1 | 200 |
| Apr 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| Mar 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| Mar 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| Jan 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| May 2010 | $55M | $55M | $0 | 5 | -- |
| May 2010 | $55M | $55M | $0 | 5 | -- |
| Mar 2008 | $51.5M | $51.3M | $232K | 5 | -- |
| Jan 2008 | $51.5M | $51.3M | $232K | 5 | -- |
| Mar 2007 | $47.8M | $47.1M | $711.2K | 5 | -- |
| Jan 2007 | $65.9M | $65.2M | $711.2K | 5 | -- |
| Jan 2007 | $63.6M | $58M | $5.6M | 5 | -- |
| Feb 2006 | $67.4M | $67.4M | $0 | 5 | -- |
| Jan 2006 | $45.4M | $45.4M | $0 | 5 | -- |
| Jan 2005 | $32.6M | $32.6M | $0 | 5 | -- |
| Jan 2005 | $32.6M | $32.6M | $0 | 5 | -- |
DateMar 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$51.5M
Discretionary$51.3M
Non-Disc.$232K
Employees5
Clients--
DateJan 2008
Total AUM$51.5M
Discretionary$51.3M
Non-Disc.$232K
Employees5
Clients--
DateMar 2007
Total AUM$47.8M
Discretionary$47.1M
Non-Disc.$711.2K
Employees5
Clients--
DateJan 2007
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$711.2K
Employees5
Clients--
DateJan 2007
Total AUM$63.6M
Discretionary$58M
Non-Disc.$5.6M
Employees5
Clients--
DateFeb 2006
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--