MDS INVESTMENTS, INC.
Legal name: PONDEROSA WEALTH MANAGEMENT
CRD #113792 SEC #801-66756 PRESCOTT, AZ 928-777-2380
SEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
Employees
1
Clients
0
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $35.3K | $35.3K | $0 | 1 | 26 |
| Apr 2012 | $35.3K | $35.3K | $0 | 1 | 26 |
| Mar 2012 | $35.3K | $35.3K | $0 | 1 | 26 |
| Feb 2012 | $35.3K | $35.3K | $0 | 1 | 26 |
| Feb 2012 | $35.3M | $35.3M | $0 | 1 | 26 |
| Nov 2011 | $32.5M | $32.5M | $0 | 1 | 26 |
| Aug 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| Aug 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| Jun 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| May 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| Mar 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| Mar 2011 | $27.9M | $27.9M | $0 | 5 | -- |
| Mar 2011 | $27.9M | $27.9M | $0 | 5 | -- |
| Feb 2011 | $27.9M | $27.9M | $0 | 5 | -- |
| Sep 2010 | $27.9M | $27.9M | $0 | 5 | -- |
| Apr 2007 | $28.7M | $28.7M | $0 | 5 | -- |
| Jan 2007 | $28.7M | $28.7M | $0 | 5 | -- |
DateApr 2012
Total AUM$35.3K
Discretionary$35.3K
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$35.3K
Discretionary$35.3K
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$35.3K
Discretionary$35.3K
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$35.3K
Discretionary$35.3K
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--