DUNTON AMMON GRESHAM JR
CRD #112070 SEC #801-54211 WHITE STONE, VA 804-435-4000
SEC Registered
Total AUM
$214.2M
Discretionary
$142.4M
Employees
1
Clients
--
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $214.2M | $142.4M | $71.8M | 1 | 0 |
| Mar 2023 | $173.8M | $113.3M | $60.5M | 1 | 0 |
| Apr 2022 | $220.9M | $143.7M | $77.2M | 1 | 0 |
| May 2021 | $193.4M | $135.3M | $58.1M | 2 | 0 |
| Jun 2020 | $130M | $120.3M | $9.7M | 2 | 1 |
| Apr 2020 | $130M | $120.3M | $9.7M | 2 | 1 |
| Jun 2019 | $107.1M | $100.1M | $7M | 2 | 2 |
| Mar 2019 | $107.1M | $100.1M | $7M | 2 | 2 |
| Mar 2018 | $160.3M | $152.5M | $7.8M | 2 | 1 |
| Mar 2017 | $121.1M | $89.6M | $31.5M | 2 | 11 |
| Apr 2016 | $190.3M | $94.1M | $96.2M | 2 | 26 |
| Mar 2016 | $190.3M | $94.1M | $96.2M | 2 | 26 |
| Mar 2015 | $197M | $97.3M | $99.7M | 2 | 26 |
| Mar 2014 | $191M | $92M | $99M | 2 | 26 |
| Mar 2013 | $177.8M | $93.1M | $84.7M | 2 | 26 |
| Mar 2012 | $160.3M | $90M | $70.3M | 1 | 26 |
| Mar 2011 | $153.2M | $85.5M | $67.6M | 5 | -- |
| Mar 2008 | $72.3M | $72.3M | $0 | 5 | -- |
| Mar 2007 | $66.8M | $66.8M | $0 | 5 | -- |
| Mar 2006 | $70.5M | $70.5M | $0 | 5 | -- |
| May 2004 | $71.9M | $71.9M | $0 | 5 | -- |
| May 2002 | $58.9M | $58.9M | $0 | 5 | -- |
DateApr 2024
Total AUM$214.2M
Discretionary$142.4M
Non-Disc.$71.8M
Employees1
Clients0
DateMar 2023
Total AUM$173.8M
Discretionary$113.3M
Non-Disc.$60.5M
Employees1
Clients0
DateApr 2022
Total AUM$220.9M
Discretionary$143.7M
Non-Disc.$77.2M
Employees1
Clients0
DateMay 2021
Total AUM$193.4M
Discretionary$135.3M
Non-Disc.$58.1M
Employees2
Clients0
DateJun 2020
Total AUM$130M
Discretionary$120.3M
Non-Disc.$9.7M
Employees2
Clients1
DateApr 2020
Total AUM$130M
Discretionary$120.3M
Non-Disc.$9.7M
Employees2
Clients1
DateJun 2019
Total AUM$107.1M
Discretionary$100.1M
Non-Disc.$7M
Employees2
Clients2
DateMar 2019
Total AUM$107.1M
Discretionary$100.1M
Non-Disc.$7M
Employees2
Clients2
DateMar 2018
Total AUM$160.3M
Discretionary$152.5M
Non-Disc.$7.8M
Employees2
Clients1
DateMar 2017
Total AUM$121.1M
Discretionary$89.6M
Non-Disc.$31.5M
Employees2
Clients11
DateApr 2016
Total AUM$190.3M
Discretionary$94.1M
Non-Disc.$96.2M
Employees2
Clients26
DateMar 2016
Total AUM$190.3M
Discretionary$94.1M
Non-Disc.$96.2M
Employees2
Clients26
DateMar 2015
Total AUM$197M
Discretionary$97.3M
Non-Disc.$99.7M
Employees2
Clients26
DateMar 2014
Total AUM$191M
Discretionary$92M
Non-Disc.$99M
Employees2
Clients26
DateMar 2013
Total AUM$177.8M
Discretionary$93.1M
Non-Disc.$84.7M
Employees2
Clients26
DateMar 2012
Total AUM$160.3M
Discretionary$90M
Non-Disc.$70.3M
Employees1
Clients26
DateMar 2011
Total AUM$153.2M
Discretionary$85.5M
Non-Disc.$67.6M
Employees5
Clients--
DateMar 2008
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--