CPA GROUP INVESTMENT MANAGEMENT, LLC
CRD #114383 SEC #801-60572 PANAMA CITY, FL 850-769-9491
SEC Registered
Total AUM
$33.6M
Discretionary
$33.1M
Employees
10
Clients
10
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $33.6M | $33.1M | $548.3K | 10 | -- |
| Dec 2010 | $33.6M | $33.1M | $548.3K | 10 | -- |
| Mar 2010 | $33.6M | $33.1M | $548.3K | 10 | -- |
| Mar 2007 | $41M | $40.6M | $402.4K | 10 | -- |
| Mar 2006 | $38.2M | $37.8M | $397.5K | 10 | -- |
| Aug 2004 | $46.4M | $46.2M | $192.2K | 10 | -- |
| Jul 2004 | $46.4M | $46.2M | $192.2K | 10 | -- |
| Jul 2004 | $46.4M | $46.2M | $192.2K | 10 | -- |
| Mar 2002 | $34.7M | $33M | $1.7M | 10 | -- |
| Sep 2001 | $31.5M | $30.4M | $1.1M | 10 | -- |
DateMar 2011
Total AUM$33.6M
Discretionary$33.1M
Non-Disc.$548.3K
Employees10
Clients--
DateDec 2010
Total AUM$33.6M
Discretionary$33.1M
Non-Disc.$548.3K
Employees10
Clients--
DateMar 2010
Total AUM$33.6M
Discretionary$33.1M
Non-Disc.$548.3K
Employees10
Clients--
DateMar 2007
Total AUM$41M
Discretionary$40.6M
Non-Disc.$402.4K
Employees10
Clients--
DateMar 2006
Total AUM$38.2M
Discretionary$37.8M
Non-Disc.$397.5K
Employees10
Clients--
DateAug 2004
Total AUM$46.4M
Discretionary$46.2M
Non-Disc.$192.2K
Employees10
Clients--
DateJul 2004
Total AUM$46.4M
Discretionary$46.2M
Non-Disc.$192.2K
Employees10
Clients--
DateJul 2004
Total AUM$46.4M
Discretionary$46.2M
Non-Disc.$192.2K
Employees10
Clients--
DateMar 2002
Total AUM$34.7M
Discretionary$33M
Non-Disc.$1.7M
Employees10
Clients--
DateSep 2001
Total AUM$31.5M
Discretionary$30.4M
Non-Disc.$1.1M
Employees10
Clients--