BILTMORE INVESTMENT MANAGEMENT, LLC
CRD #111698 SEC #801-69391 GREEN BAY, WI 920-435-2555
SEC Registered
Total AUM
$32.4M
Discretionary
$32.4M
Employees
2
Clients
1
Accounts
121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $32.4M | $32.4M | $0 | 2 | 26 |
| Jul 2011 | $36.7M | $36.7M | $0 | 5 | -- |
| Sep 2008 | $40.6M | $40.6M | $0 | 5 | -- |
DateJan 2013
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees2
Clients26
DateJul 2011
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--