MWA FINANCIAL SERVICES, INC.
CRD #112630 SEC #801-107091 ROCK ISLAND, IL 309-558-3100
SEC Registered Broker-Dealer Disclosures
Total AUM
$376.9M
Discretionary
$0
Employees
674
Clients
26
Accounts
2,298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $376.9M | $0 | $376.9M | 674 | 48 |
| Apr 2025 | $376.9M | $0 | $376.9M | 674 | 48 |
| Mar 2025 | $376.9M | $0 | $376.9M | 674 | 48 |
| Jan 2025 | $216.1M | $0 | $216.1M | 685 | 14 |
| Nov 2024 | $216.1M | $0 | $216.1M | 685 | 14 |
| Nov 2024 | $216.1M | $0 | $216.1M | 685 | 14 |
| Jul 2024 | $216.1M | $0 | $216.1M | 685 | 14 |
| Apr 2024 | $216.1M | $0 | $216.1M | 685 | 14 |
| Mar 2024 | $216.1M | $0 | $216.1M | 685 | 14 |
| Mar 2024 | $135.6M | $0 | $135.6M | 689 | 6 |
| Nov 2023 | $135.6M | $0 | $135.6M | 689 | 6 |
| Nov 2023 | $135.6M | $0 | $135.6M | 689 | 6 |
| Nov 2023 | $135.6M | $0 | $135.6M | 689 | 6 |
| Mar 2023 | $135.6M | $0 | $135.6M | 689 | 6 |
| Mar 2023 | $101.3M | $0 | $101.3M | 675 | 10 |
| May 2022 | $101.3M | $0 | $101.3M | 675 | 10 |
| Apr 2022 | $101.3M | $0 | $101.3M | 675 | 10 |
| Apr 2022 | $101.3M | $0 | $101.3M | 675 | 10 |
| Nov 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Nov 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Aug 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Jul 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Jul 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Apr 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Mar 2021 | $65.5M | $0 | $65.5M | 663 | 1 |
| Mar 2021 | $26.9M | $0 | $26.9M | 673 | 2 |
| Nov 2020 | $26.9M | $0 | $26.9M | 673 | 2 |
| Jul 2020 | $26.9M | $0 | $26.9M | 673 | 2 |
| Jun 2020 | $26.9M | $0 | $26.9M | 673 | 2 |
| Mar 2020 | $26.9M | $0 | $26.9M | 673 | 2 |
| Feb 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Feb 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Feb 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jan 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jan 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jan 2020 | $20.5M | $0 | $20.5M | 718 | 17 |
| Dec 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Dec 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Nov 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Nov 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Nov 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Nov 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Nov 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Oct 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Sep 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Sep 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Aug 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Aug 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Aug 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Aug 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jul 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jul 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jun 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jun 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Jun 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| May 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| May 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| May 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| May 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Apr 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Apr 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Apr 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Apr 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Mar 2019 | $20.5M | $0 | $20.5M | 718 | 17 |
| Mar 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Feb 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Feb 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jan 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jan 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jan 2019 | $16.8M | $0 | $16.8M | 764 | 22 |
| Dec 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Nov 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Nov 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Oct 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Sep 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Aug 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Aug 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jul 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jun 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jun 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jun 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| May 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| May 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| May 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| May 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| May 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Apr 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Apr 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Mar 2018 | $16.8M | $0 | $16.8M | 764 | 22 |
| Jan 2018 | $11.4M | $0 | $11.4M | 765 | 5 |
| Jan 2018 | $11.4M | $0 | $11.4M | 765 | 5 |
| Jan 2018 | $11.4M | $0 | $11.4M | 765 | 5 |
| Dec 2017 | $11.4M | $0 | $11.4M | 765 | 5 |
| Dec 2017 | $11.4M | $0 | $11.4M | 765 | 5 |
| Sep 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Sep 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Aug 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Jul 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Jul 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Jul 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Jun 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Apr 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Apr 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Mar 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Mar 2017 | $11.4M | $0 | $11.4M | 765 | 26 |
| Feb 2017 | $14.1M | $0 | $14.1M | 727 | 26 |
| Jan 2017 | $14.1M | $0 | $14.1M | 727 | 26 |
| Jan 2017 | $14.1M | $0 | $14.1M | 727 | 26 |
| Jan 2017 | $14.1M | $0 | $14.1M | 727 | 26 |
| Jan 2017 | $14.1M | $0 | $14.1M | 727 | 26 |
| Dec 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Oct 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Oct 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Oct 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Sep 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| May 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Mar 2016 | $14.1M | $0 | $14.1M | 727 | 26 |
| Mar 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Mar 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Mar 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Mar 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Mar 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Feb 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Feb 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Jan 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Jan 2016 | $13.7M | $0 | $13.7M | 686 | 26 |
| Dec 2015 | $13.7M | $0 | $13.7M | 686 | 26 |
DateJun 2025
Total AUM$376.9M
Discretionary$0
Non-Disc.$376.9M
Employees674
Clients48
DateApr 2025
Total AUM$376.9M
Discretionary$0
Non-Disc.$376.9M
Employees674
Clients48
DateMar 2025
Total AUM$376.9M
Discretionary$0
Non-Disc.$376.9M
Employees674
Clients48
DateJan 2025
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateNov 2024
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateNov 2024
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateJul 2024
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateApr 2024
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateMar 2024
Total AUM$216.1M
Discretionary$0
Non-Disc.$216.1M
Employees685
Clients14
DateMar 2024
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees689
Clients6
DateNov 2023
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees689
Clients6
DateNov 2023
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees689
Clients6
DateNov 2023
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees689
Clients6
DateMar 2023
Total AUM$135.6M
Discretionary$0
Non-Disc.$135.6M
Employees689
Clients6
DateMar 2023
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees675
Clients10
DateMay 2022
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees675
Clients10
DateApr 2022
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees675
Clients10
DateApr 2022
Total AUM$101.3M
Discretionary$0
Non-Disc.$101.3M
Employees675
Clients10
DateNov 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateNov 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateAug 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateJul 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateJul 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateApr 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateMar 2021
Total AUM$65.5M
Discretionary$0
Non-Disc.$65.5M
Employees663
Clients1
DateMar 2021
Total AUM$26.9M
Discretionary$0
Non-Disc.$26.9M
Employees673
Clients2
DateNov 2020
Total AUM$26.9M
Discretionary$0
Non-Disc.$26.9M
Employees673
Clients2
DateJul 2020
Total AUM$26.9M
Discretionary$0
Non-Disc.$26.9M
Employees673
Clients2
DateJun 2020
Total AUM$26.9M
Discretionary$0
Non-Disc.$26.9M
Employees673
Clients2
DateMar 2020
Total AUM$26.9M
Discretionary$0
Non-Disc.$26.9M
Employees673
Clients2
DateFeb 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateFeb 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateFeb 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJan 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJan 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJan 2020
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateDec 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateDec 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateNov 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateNov 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateNov 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateNov 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateNov 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateOct 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateSep 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateSep 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateAug 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateAug 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateAug 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateAug 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJul 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJul 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJun 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJun 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateJun 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMay 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMay 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMay 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMay 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateApr 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateApr 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateApr 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateApr 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMar 2019
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees718
Clients17
DateMar 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateFeb 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateFeb 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJan 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJan 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJan 2019
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateDec 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateNov 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateNov 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateOct 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateSep 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateAug 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateAug 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJul 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJun 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJun 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJun 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMay 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMay 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMay 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMay 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMay 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateApr 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateApr 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateMar 2018
Total AUM$16.8M
Discretionary$0
Non-Disc.$16.8M
Employees764
Clients22
DateJan 2018
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients5
DateJan 2018
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients5
DateJan 2018
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients5
DateDec 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients5
DateDec 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients5
DateSep 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateSep 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateAug 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateJul 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateJul 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateJul 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateJun 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateApr 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateApr 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateMar 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateMar 2017
Total AUM$11.4M
Discretionary$0
Non-Disc.$11.4M
Employees765
Clients26
DateFeb 2017
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateJan 2017
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateJan 2017
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateJan 2017
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateJan 2017
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateDec 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateOct 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateOct 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateOct 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateSep 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateMay 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateMar 2016
Total AUM$14.1M
Discretionary$0
Non-Disc.$14.1M
Employees727
Clients26
DateMar 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateMar 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateMar 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateMar 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateMar 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateFeb 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateFeb 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateJan 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateJan 2016
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26
DateDec 2015
Total AUM$13.7M
Discretionary$0
Non-Disc.$13.7M
Employees686
Clients26