WIIKEN & GORMAN LLC
CRD #111699 SEC #801-61726 PETALUMA, CA 707-769-0200
SEC Registered
Total AUM
$250M
Discretionary
$0
Employees
2
Clients
101
Accounts
830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $282M | $0 | $282M | 2 | 200 |
| Mar 2013 | $250M | $0 | $250M | 2 | 200 |
| Jan 2013 | $250M | $0 | $250M | 2 | 200 |
| Apr 2012 | $216M | $216M | $0 | 1 | 200 |
| Feb 2011 | $55.2M | $0 | $55.2M | 5 | -- |
| Mar 2010 | $55.2M | $0 | $55.2M | 5 | -- |
| Mar 2008 | $154.8M | $0 | $154.8M | 5 | -- |
| Apr 2007 | $53.3M | $0 | $53.3M | 5 | -- |
| Mar 2006 | $42.9M | $0 | $42.9M | 5 | -- |
| Sep 2005 | $69M | $33M | $36M | 5 | -- |
DateJan 2014
Total AUM$282M
Discretionary$0
Non-Disc.$282M
Employees2
Clients200
DateMar 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees2
Clients200
DateJan 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees2
Clients200
DateApr 2012
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$55.2M
Discretionary$0
Non-Disc.$55.2M
Employees5
Clients--
DateMar 2010
Total AUM$55.2M
Discretionary$0
Non-Disc.$55.2M
Employees5
Clients--
DateMar 2008
Total AUM$154.8M
Discretionary$0
Non-Disc.$154.8M
Employees5
Clients--
DateApr 2007
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees5
Clients--
DateMar 2006
Total AUM$42.9M
Discretionary$0
Non-Disc.$42.9M
Employees5
Clients--
DateSep 2005
Total AUM$69M
Discretionary$33M
Non-Disc.$36M
Employees5
Clients--