LANCASTER POLLARD ASSET MANAGEMENT LLC
Legal name: LANCASTER POLLARD INVESTMENT ADVISORY GROUP
CRD #112008 SEC #801-55556 COLUMBUS, OH 614-224-8800
SEC Registered
Total AUM
$355M
Discretionary
$124M
Employees
6
Clients
0
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $169.3M | $55.7M | $113.7M | 5 | 26 |
| Mar 2015 | $169.3M | $55.7M | $113.7M | 5 | 26 |
| Mar 2014 | $315.8M | $208.1M | $107.7M | 5 | 26 |
| Oct 2013 | $395.5M | $116M | $279.5M | 4 | 26 |
| Sep 2013 | $395.5M | $116M | $279.5M | 4 | 26 |
| Aug 2013 | $395.5M | $116M | $279.5M | 4 | 26 |
| Mar 2013 | $395.5M | $116M | $279.5M | 4 | 26 |
| Mar 2012 | $355M | $124M | $231M | 6 | 26 |
| Mar 2011 | $530M | $177M | $353M | 10 | -- |
| Oct 2010 | $376M | $174M | $202M | 10 | -- |
| Jul 2010 | $376M | $174M | $202M | 10 | -- |
| May 2010 | $376M | $174M | $202M | 10 | -- |
| Mar 2008 | $386.6M | $217.3M | $169.3M | 5 | -- |
| Dec 2007 | $169.9M | $124.2M | $45.7M | 5 | -- |
| Mar 2007 | $169.9M | $124.2M | $45.7M | 5 | -- |
| Dec 2006 | $72M | $56M | $16M | 5 | -- |
| Mar 2006 | $72M | $56M | $16M | 5 | -- |
| Jan 2004 | $75.5M | $75.5M | $0 | 5 | -- |
| May 2002 | $126M | $126M | $0 | 5 | -- |
| Mar 2002 | $115M | $115M | $0 | 5 | -- |
DateSep 2015
Total AUM$169.3M
Discretionary$55.7M
Non-Disc.$113.7M
Employees5
Clients26
DateMar 2015
Total AUM$169.3M
Discretionary$55.7M
Non-Disc.$113.7M
Employees5
Clients26
DateMar 2014
Total AUM$315.8M
Discretionary$208.1M
Non-Disc.$107.7M
Employees5
Clients26
DateOct 2013
Total AUM$395.5M
Discretionary$116M
Non-Disc.$279.5M
Employees4
Clients26
DateSep 2013
Total AUM$395.5M
Discretionary$116M
Non-Disc.$279.5M
Employees4
Clients26
DateAug 2013
Total AUM$395.5M
Discretionary$116M
Non-Disc.$279.5M
Employees4
Clients26
DateMar 2013
Total AUM$395.5M
Discretionary$116M
Non-Disc.$279.5M
Employees4
Clients26
DateMar 2012
Total AUM$355M
Discretionary$124M
Non-Disc.$231M
Employees6
Clients26
DateMar 2011
Total AUM$530M
Discretionary$177M
Non-Disc.$353M
Employees10
Clients--
DateOct 2010
Total AUM$376M
Discretionary$174M
Non-Disc.$202M
Employees10
Clients--
DateJul 2010
Total AUM$376M
Discretionary$174M
Non-Disc.$202M
Employees10
Clients--
DateMay 2010
Total AUM$376M
Discretionary$174M
Non-Disc.$202M
Employees10
Clients--
DateMar 2008
Total AUM$386.6M
Discretionary$217.3M
Non-Disc.$169.3M
Employees5
Clients--
DateDec 2007
Total AUM$169.9M
Discretionary$124.2M
Non-Disc.$45.7M
Employees5
Clients--
DateMar 2007
Total AUM$169.9M
Discretionary$124.2M
Non-Disc.$45.7M
Employees5
Clients--
DateDec 2006
Total AUM$72M
Discretionary$56M
Non-Disc.$16M
Employees5
Clients--
DateMar 2006
Total AUM$72M
Discretionary$56M
Non-Disc.$16M
Employees5
Clients--
DateJan 2004
Total AUM$75.5M
Discretionary$75.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--