LAMCO ADVISORY SERVICES INC.
CRD #111727 SEC #801-40331 LAKE MARY, FL 407-585-1160
SEC Registered
Total AUM
$3.5B
Discretionary
$2B
Employees
13
Clients
26
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $3.5B | $2B | $1.5B | 13 | 1 |
| Mar 2021 | $3.5B | $2B | $1.5B | 13 | 1 |
| Jan 2021 | $3.5B | $2B | $1.5B | 13 | 1 |
| Dec 2020 | $3.5B | $2B | $1.5B | 13 | 1 |
| Sep 2020 | $3.2B | $1.8B | $1.4B | 14 | 1 |
| Jun 2020 | $3.2B | $1.8B | $1.4B | 14 | 1 |
| Dec 2019 | $3.2B | $1.8B | $1.4B | 14 | 1 |
| Jul 2019 | $2.7B | $1.6B | $1.1B | 14 | 1 |
| Feb 2019 | $2.7B | $1.6B | $1.1B | 14 | 1 |
| Feb 2019 | $2.7B | $1.6B | $1.1B | 14 | 1 |
| Dec 2018 | $2.7B | $1.6B | $1.1B | 14 | 1 |
| Aug 2018 | $2.4B | $1.4B | $1B | 14 | 1 |
| Aug 2018 | $2.4B | $1.4B | $1B | 14 | 1 |
| Dec 2017 | $2.4B | $1.4B | $1B | 14 | 1 |
| Dec 2016 | $2.2B | $470.1M | $1.7B | 15 | 200 |
| Dec 2015 | $2B | $441M | $1.5B | 15 | 200 |
| Dec 2014 | $2B | $486.9M | $1.5B | 15 | 200 |
| Dec 2013 | $2.2B | $615.3M | $1.5B | 15 | 200 |
| Dec 2012 | $1.9B | $569.1M | $1.3B | 15 | 200 |
| Mar 2012 | $1.7B | $553.7M | $1.1B | 11 | 200 |
| Dec 2011 | $1.6B | $531.4M | $1.1B | 11 | 200 |
| Apr 2011 | $1.5B | $475.7M | $1B | -- | -- |
| Dec 2010 | $1.5B | $475.7M | $1B | -- | -- |
| Dec 2007 | $1.5B | $396.9M | $1.1B | -- | -- |
| Oct 2007 | $1.1B | $122.6M | $947.6M | -- | -- |
| Feb 2007 | $1.1B | $122.6M | $947.6M | -- | -- |
| Dec 2006 | $1.1B | $122.6M | $947.6M | -- | -- |
| Dec 2005 | $874.9M | $74.5M | $800.3M | -- | -- |
| Oct 2005 | $743.2M | $0 | $743.2M | -- | -- |
| Jun 2005 | $743.2M | $0 | $743.2M | -- | -- |
| Dec 2004 | $743.2M | $0 | $743.2M | -- | -- |
| Mar 2004 | $764.6M | $0 | $764.6M | -- | -- |
| Jan 2004 | $764.6M | $0 | $764.6M | -- | -- |
DateApr 2021
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.5B
Employees13
Clients1
DateMar 2021
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.5B
Employees13
Clients1
DateJan 2021
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.5B
Employees13
Clients1
DateDec 2020
Total AUM$3.5B
Discretionary$2B
Non-Disc.$1.5B
Employees13
Clients1
DateSep 2020
Total AUM$3.2B
Discretionary$1.8B
Non-Disc.$1.4B
Employees14
Clients1
DateJun 2020
Total AUM$3.2B
Discretionary$1.8B
Non-Disc.$1.4B
Employees14
Clients1
DateDec 2019
Total AUM$3.2B
Discretionary$1.8B
Non-Disc.$1.4B
Employees14
Clients1
DateJul 2019
Total AUM$2.7B
Discretionary$1.6B
Non-Disc.$1.1B
Employees14
Clients1
DateFeb 2019
Total AUM$2.7B
Discretionary$1.6B
Non-Disc.$1.1B
Employees14
Clients1
DateFeb 2019
Total AUM$2.7B
Discretionary$1.6B
Non-Disc.$1.1B
Employees14
Clients1
DateDec 2018
Total AUM$2.7B
Discretionary$1.6B
Non-Disc.$1.1B
Employees14
Clients1
DateAug 2018
Total AUM$2.4B
Discretionary$1.4B
Non-Disc.$1B
Employees14
Clients1
DateAug 2018
Total AUM$2.4B
Discretionary$1.4B
Non-Disc.$1B
Employees14
Clients1
DateDec 2017
Total AUM$2.4B
Discretionary$1.4B
Non-Disc.$1B
Employees14
Clients1
DateDec 2016
Total AUM$2.2B
Discretionary$470.1M
Non-Disc.$1.7B
Employees15
Clients200
DateDec 2015
Total AUM$2B
Discretionary$441M
Non-Disc.$1.5B
Employees15
Clients200
DateDec 2014
Total AUM$2B
Discretionary$486.9M
Non-Disc.$1.5B
Employees15
Clients200
DateDec 2013
Total AUM$2.2B
Discretionary$615.3M
Non-Disc.$1.5B
Employees15
Clients200
DateDec 2012
Total AUM$1.9B
Discretionary$569.1M
Non-Disc.$1.3B
Employees15
Clients200
DateMar 2012
Total AUM$1.7B
Discretionary$553.7M
Non-Disc.$1.1B
Employees11
Clients200
DateDec 2011
Total AUM$1.6B
Discretionary$531.4M
Non-Disc.$1.1B
Employees11
Clients200
DateApr 2011
Total AUM$1.5B
Discretionary$475.7M
Non-Disc.$1B
Employees--
Clients--
DateDec 2010
Total AUM$1.5B
Discretionary$475.7M
Non-Disc.$1B
Employees--
Clients--
DateDec 2007
Total AUM$1.5B
Discretionary$396.9M
Non-Disc.$1.1B
Employees--
Clients--
DateOct 2007
Total AUM$1.1B
Discretionary$122.6M
Non-Disc.$947.6M
Employees--
Clients--
DateFeb 2007
Total AUM$1.1B
Discretionary$122.6M
Non-Disc.$947.6M
Employees--
Clients--
DateDec 2006
Total AUM$1.1B
Discretionary$122.6M
Non-Disc.$947.6M
Employees--
Clients--
DateDec 2005
Total AUM$874.9M
Discretionary$74.5M
Non-Disc.$800.3M
Employees--
Clients--
DateOct 2005
Total AUM$743.2M
Discretionary$0
Non-Disc.$743.2M
Employees--
Clients--
DateJun 2005
Total AUM$743.2M
Discretionary$0
Non-Disc.$743.2M
Employees--
Clients--
DateDec 2004
Total AUM$743.2M
Discretionary$0
Non-Disc.$743.2M
Employees--
Clients--
DateMar 2004
Total AUM$764.6M
Discretionary$0
Non-Disc.$764.6M
Employees--
Clients--
DateJan 2004
Total AUM$764.6M
Discretionary$0
Non-Disc.$764.6M
Employees--
Clients--