BIVIN & ASSOCIATES, INC.
CRD #111688 SEC #801-121511 PONCA CITY, OK 580-762-1121
SEC Registered
Total AUM
$129M
Discretionary
$129M
Employees
6
Clients
0
Accounts
478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $129M | $129M | $0 | 6 | 0 |
| Mar 2022 | $129M | $129M | $0 | 6 | 0 |
| Sep 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| Aug 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| Jul 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| Jun 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| Jun 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| May 2021 | $112.7M | $112.7M | $0 | 6 | 0 |
| Jul 2012 | $61.7M | $46.5M | $15.2M | 1 | 250 |
| Jul 2012 | $61.7M | $46.5M | $15.2M | 1 | 250 |
| Apr 2012 | $61.7M | $46.5M | $15.2M | 1 | 250 |
| Feb 2012 | $61.7M | $46.5M | $15.2M | 1 | 250 |
| Jun 2010 | $50.1M | $43M | $7.1M | 5 | -- |
| Mar 2010 | $50.1M | $43M | $7.1M | 5 | -- |
| Jan 2008 | $61.3M | $53.2M | $8.1M | 5 | -- |
| Oct 2007 | $58.1M | $50.4M | $7.7M | 5 | -- |
| Mar 2007 | $58.1M | $50.4M | $7.7M | 5 | -- |
| Mar 2006 | $50.8M | $42.9M | $7.9M | 5 | -- |
| Sep 2005 | $42.8M | $35.9M | $6.9M | 5 | -- |
| Mar 2004 | $32.3M | $23.6M | $8.7M | 5 | -- |
| Mar 2002 | $26.8M | $0 | $26.8M | 5 | -- |
| Jul 2001 | $26.3M | $0 | $26.3M | 5 | -- |
DateJun 2022
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2012
Total AUM$61.7M
Discretionary$46.5M
Non-Disc.$15.2M
Employees1
Clients250
DateJul 2012
Total AUM$61.7M
Discretionary$46.5M
Non-Disc.$15.2M
Employees1
Clients250
DateApr 2012
Total AUM$61.7M
Discretionary$46.5M
Non-Disc.$15.2M
Employees1
Clients250
DateFeb 2012
Total AUM$61.7M
Discretionary$46.5M
Non-Disc.$15.2M
Employees1
Clients250
DateJun 2010
Total AUM$50.1M
Discretionary$43M
Non-Disc.$7.1M
Employees5
Clients--
DateMar 2010
Total AUM$50.1M
Discretionary$43M
Non-Disc.$7.1M
Employees5
Clients--
DateJan 2008
Total AUM$61.3M
Discretionary$53.2M
Non-Disc.$8.1M
Employees5
Clients--
DateOct 2007
Total AUM$58.1M
Discretionary$50.4M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2007
Total AUM$58.1M
Discretionary$50.4M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2006
Total AUM$50.8M
Discretionary$42.9M
Non-Disc.$7.9M
Employees5
Clients--
DateSep 2005
Total AUM$42.8M
Discretionary$35.9M
Non-Disc.$6.9M
Employees5
Clients--
DateMar 2004
Total AUM$32.3M
Discretionary$23.6M
Non-Disc.$8.7M
Employees5
Clients--
DateMar 2002
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--
DateJul 2001
Total AUM$26.3M
Discretionary$0
Non-Disc.$26.3M
Employees5
Clients--