COOPER FINANCIAL GROUP
Legal name: COOPER MCMANUS
CRD #111458 SEC #801-61944 IRVINE, CA 800-516-5333
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
52
Clients
11
Accounts
6,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Nov 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| May 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Apr 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Mar 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Mar 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Feb 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Feb 2025 | $2.6B | $2.6B | $0 | 52 | 17 |
| Dec 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Nov 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Nov 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Oct 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Aug 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Jul 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Jun 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| May 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| May 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| May 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Apr 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Mar 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Mar 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Mar 2024 | $1.6B | $1.6B | $0 | 49 | 39 |
| Mar 2024 | $1.3B | $1.3B | $0 | 40 | 24 |
| Jan 2024 | $1.3B | $1.3B | $0 | 40 | 24 |
| Jan 2024 | $1.3B | $1.3B | $0 | 40 | 24 |
| Dec 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Dec 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Oct 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Oct 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Sep 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Sep 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Aug 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| May 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| May 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Jan 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Jan 2023 | $1.3B | $1.3B | $0 | 40 | 24 |
| Sep 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Sep 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Sep 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Sep 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Jul 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| May 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Apr 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Apr 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Mar 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Mar 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Feb 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Jan 2022 | $1.2B | $1.2B | $0 | 38 | 38 |
| Dec 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Nov 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Aug 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Jul 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Jul 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| May 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Mar 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Mar 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Mar 2021 | $1.2B | $1.2B | $0 | 39 | 6 |
| Dec 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| Sep 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| Sep 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| Sep 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| May 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| Mar 2020 | $989.5M | $989.5M | $0 | 56 | 6 |
| Feb 2020 | $745.2M | $745.2M | $0 | 48 | 41 |
| Jan 2020 | $745.2M | $745.2M | $0 | 48 | 41 |
| Dec 2019 | $745.2M | $745.2M | $0 | 48 | 41 |
| Oct 2019 | $745.2M | $745.2M | $0 | 48 | 41 |
| Jul 2019 | $745.2M | $745.2M | $0 | 48 | 41 |
| Jun 2019 | $745.2M | $745.2M | $0 | 48 | 41 |
| Mar 2019 | $745.2M | $745.2M | $0 | 48 | 41 |
| Feb 2019 | $773.5M | $773.5M | $0 | 45 | 5 |
| Dec 2018 | $773.5M | $773.5M | $0 | 44 | 5 |
| Dec 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Oct 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Oct 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Sep 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Aug 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jul 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jul 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jun 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jun 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jun 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Jun 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| May 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| May 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| May 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Mar 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Mar 2018 | $773.5M | $773.5M | $0 | 43 | 5 |
| Feb 2018 | $520.6M | $520.6M | $0 | 48 | 0 |
| Nov 2017 | $520.6M | $520.6M | $0 | 47 | 0 |
| Aug 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Aug 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Aug 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Aug 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Aug 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Jul 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Jun 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| May 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| May 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| May 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Apr 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Feb 2017 | $520.6M | $520.6M | $0 | 47 | 2,300 |
| Jan 2017 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Jan 2017 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Dec 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Sep 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Sep 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Aug 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Aug 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Feb 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Feb 2016 | $402.7M | $402.7M | $0 | 62 | 1,700 |
| Dec 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Nov 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Nov 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Oct 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Oct 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Jul 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Mar 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Jan 2015 | $373.2M | $373.2M | $0 | 51 | 1,300 |
| Nov 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Nov 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Oct 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Sep 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Sep 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Aug 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Jul 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Jul 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Jul 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Jun 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Apr 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Mar 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Feb 2014 | $327.6M | $327.6M | $0 | 46 | 1,000 |
| Jan 2014 | $280.9M | $280.9M | $0 | 37 | 900 |
| Jan 2014 | $280.9M | $280.9M | $0 | 37 | 900 |
| Dec 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Dec 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Oct 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Jun 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| May 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Apr 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Apr 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Mar 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Mar 2013 | $280.9M | $280.9M | $0 | 37 | 900 |
| Aug 2012 | $142.2M | $142.2M | $0 | 1 | 983 |
| Jun 2012 | $142.2M | $142.2M | $0 | 1 | 983 |
| May 2012 | $142.2M | $142.2M | $0 | 1 | 983 |
| Feb 2012 | $142.2M | $142.2M | $0 | 1 | 983 |
| Aug 2011 | $162M | $162M | $0 | 5 | -- |
| Jul 2011 | $162M | $162M | $0 | 5 | -- |
| May 2011 | $162M | $162M | $0 | 5 | -- |
| May 2011 | $162M | $162M | $0 | 5 | -- |
| Apr 2011 | $162M | $162M | $0 | 5 | -- |
| Mar 2011 | $162M | $162M | $0 | 5 | -- |
| Nov 2010 | $208.1M | $207M | $1.1M | -- | -- |
| Nov 2010 | $208.1M | $207M | $1.1M | -- | -- |
| Sep 2010 | $208.1M | $207M | $1.1M | -- | -- |
| Jun 2010 | $208.1M | $207M | $1.1M | -- | -- |
| Apr 2010 | $208.1M | $207M | $1.1M | -- | -- |
| Sep 2008 | $209M | $209M | $0 | -- | -- |
| Mar 2008 | $209M | $209M | $0 | -- | -- |
| Oct 2007 | $170.7M | $170.7M | $0 | -- | -- |
| Sep 2007 | $170.7M | $170.7M | $0 | -- | -- |
| Feb 2007 | $170.7M | $170.7M | $0 | -- | -- |
| Dec 2006 | $138.9M | $138.9M | $0 | -- | -- |
| Mar 2006 | $138.9M | $138.9M | $0 | -- | -- |
| Mar 2006 | $99.5M | $99.5M | $0 | -- | -- |
| Sep 2005 | $99.5M | $99.5M | $0 | -- | -- |
| Sep 2005 | $99.5M | $99.5M | $0 | -- | -- |
| Jun 2004 | $59.4M | $59.4M | $0 | -- | -- |
DateDec 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateNov 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateMay 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateApr 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateFeb 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateFeb 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients17
DateDec 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateNov 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateNov 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateOct 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateJul 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateJun 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMay 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateApr 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees49
Clients39
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateDec 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateDec 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateAug 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateMay 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateMay 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees40
Clients24
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateFeb 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateJan 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees38
Clients38
DateDec 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateNov 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateAug 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateJul 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateJul 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateMay 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees39
Clients6
DateDec 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateSep 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateSep 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateSep 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateMay 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateMar 2020
Total AUM$989.5M
Discretionary$989.5M
Non-Disc.$0
Employees56
Clients6
DateFeb 2020
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateJan 2020
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateDec 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateOct 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateJul 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateJun 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateMar 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees48
Clients41
DateFeb 2019
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees45
Clients5
DateDec 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees44
Clients5
DateDec 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateOct 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateOct 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateSep 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateAug 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJul 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJul 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJun 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJun 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJun 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateJun 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateMay 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateMay 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateMay 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateMar 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateMar 2018
Total AUM$773.5M
Discretionary$773.5M
Non-Disc.$0
Employees43
Clients5
DateFeb 2018
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees48
Clients0
DateNov 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients0
DateAug 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateAug 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateAug 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateAug 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateAug 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateJul 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateJun 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateMay 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateMay 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateMay 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateApr 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateFeb 2017
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees47
Clients2,300
DateJan 2017
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateJan 2017
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateDec 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateSep 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateSep 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateAug 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateAug 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateFeb 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateFeb 2016
Total AUM$402.7M
Discretionary$402.7M
Non-Disc.$0
Employees62
Clients1,700
DateDec 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateNov 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateNov 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateOct 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateOct 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateJul 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateMar 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateJan 2015
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees51
Clients1,300
DateNov 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateNov 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateOct 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateSep 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateSep 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateAug 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateJul 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateJul 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateJul 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateJun 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateApr 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateMar 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateFeb 2014
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees46
Clients1,000
DateJan 2014
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateJan 2014
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateDec 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateDec 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateOct 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateJun 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateMay 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateApr 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateApr 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateMar 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateMar 2013
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees37
Clients900
DateAug 2012
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients983
DateJun 2012
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients983
DateMay 2012
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients983
DateFeb 2012
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients983
DateAug 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$208.1M
Discretionary$207M
Non-Disc.$1.1M
Employees--
Clients--
DateNov 2010
Total AUM$208.1M
Discretionary$207M
Non-Disc.$1.1M
Employees--
Clients--
DateSep 2010
Total AUM$208.1M
Discretionary$207M
Non-Disc.$1.1M
Employees--
Clients--
DateJun 2010
Total AUM$208.1M
Discretionary$207M
Non-Disc.$1.1M
Employees--
Clients--
DateApr 2010
Total AUM$208.1M
Discretionary$207M
Non-Disc.$1.1M
Employees--
Clients--
DateSep 2008
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees--
Clients--