JEFFREY SLOCUM & ASSOCIATES, INC.
Legal name: SLOCUM
CRD #111795 SEC #801-39426 MINNEAPOLIS, MN 612-338-7020
SEC Registered
Total AUM
$123.9B
Discretionary
$1.1B
Employees
80
Clients
0
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2016 | $123.9B | $1.1B | $122.8B | 80 | 130 |
| Oct 2015 | $115.9B | $1B | $114.9B | 80 | 120 |
| Sep 2015 | $115.9B | $1B | $114.9B | 80 | 120 |
| Jul 2015 | $115.9B | $1B | $114.9B | 80 | 120 |
| Apr 2015 | $115.9B | $1B | $114.9B | 80 | 120 |
| Dec 2014 | $115.3B | $1.1B | $114.2B | 80 | 120 |
| Mar 2014 | $108.5B | $1B | $107.5B | 80 | 120 |
| Nov 2013 | $346M | $346M | $0 | 70 | 110 |
| Sep 2013 | $346M | $346M | $0 | 70 | 110 |
| Apr 2013 | $95.3B | $95B | $346M | 70 | 110 |
| Jul 2012 | $300M | $300M | $0 | 51 | 110 |
| Mar 2012 | $300M | $300M | $0 | 51 | 110 |
| May 2011 | $275M | $275M | $0 | 51 | -- |
| Apr 2011 | $275M | $275M | $0 | 51 | -- |
| Apr 2011 | $275M | $275M | $0 | 51 | -- |
| Jun 2010 | $240M | $240M | $0 | 51 | -- |
DateApr 2016
Total AUM$123.9B
Discretionary$1.1B
Non-Disc.$122.8B
Employees80
Clients130
DateOct 2015
Total AUM$115.9B
Discretionary$1B
Non-Disc.$114.9B
Employees80
Clients120
DateSep 2015
Total AUM$115.9B
Discretionary$1B
Non-Disc.$114.9B
Employees80
Clients120
DateJul 2015
Total AUM$115.9B
Discretionary$1B
Non-Disc.$114.9B
Employees80
Clients120
DateApr 2015
Total AUM$115.9B
Discretionary$1B
Non-Disc.$114.9B
Employees80
Clients120
DateDec 2014
Total AUM$115.3B
Discretionary$1.1B
Non-Disc.$114.2B
Employees80
Clients120
DateMar 2014
Total AUM$108.5B
Discretionary$1B
Non-Disc.$107.5B
Employees80
Clients120
DateNov 2013
Total AUM$346M
Discretionary$346M
Non-Disc.$0
Employees70
Clients110
DateSep 2013
Total AUM$346M
Discretionary$346M
Non-Disc.$0
Employees70
Clients110
DateApr 2013
Total AUM$95.3B
Discretionary$95B
Non-Disc.$346M
Employees70
Clients110
DateJul 2012
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees51
Clients110
DateMar 2012
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees51
Clients110
DateMay 2011
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees51
Clients--