PLACEMARK INVESTMENTS, INC.
CRD #114680 SEC #801-60471 ADDISON, TX 972-404-8100
SEC Registered
Total AUM
$7.7B
Discretionary
$7.7B
Employees
51
Clients
0
Accounts
22,600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2014 | $15.7B | $15.7B | $0 | 100 | 45,200 |
| Mar 2014 | $13.2B | $13.2B | $0 | 80 | 40,100 |
| Apr 2013 | $8.9B | $8.9B | $0 | 70 | 28,400 |
| Apr 2013 | $8.9B | $8.9B | $0 | 70 | 28,400 |
| Apr 2012 | $7.7B | $7.7B | $0 | 51 | 22,600 |
| Mar 2012 | $7.7B | $7.7B | $0 | 51 | 22,600 |
| Mar 2011 | $6.2B | $6.2B | $0 | 51 | -- |
| Jan 2008 | $7.8B | $7.8B | $0 | 51 | -- |
| May 2007 | $6.6B | $6.6B | $0 | 51 | -- |
| Mar 2007 | $5.5B | $5.5B | $0 | 51 | -- |
| Sep 2005 | $797M | $797M | $0 | -- | -- |
| Feb 2005 | $137.2M | $137.2M | $0 | -- | -- |
| Jan 2005 | $137.2M | $137.2M | $0 | -- | -- |
| Sep 2004 | $137.2M | $137.2M | $0 | -- | -- |
| Jun 2004 | $137.2M | $137.2M | $0 | -- | -- |
| May 2004 | $137.2M | $137.2M | $0 | -- | -- |
| Mar 2004 | $137.2M | $137.2M | $0 | -- | -- |
| Jan 2004 | $31.8M | $31.8M | $0 | -- | -- |
| Oct 2003 | $31.8M | $31.8M | $0 | -- | -- |
| Oct 2003 | $31.8M | $31.8M | $0 | -- | -- |
| Apr 2002 | $23.1M | $23.1M | $0 | -- | -- |
| Aug 2001 | $0 | $0 | $0 | -- | -- |
DateOct 2014
Total AUM$15.7B
Discretionary$15.7B
Non-Disc.$0
Employees100
Clients45,200
DateMar 2014
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees80
Clients40,100
DateApr 2013
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees70
Clients28,400
DateApr 2013
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees70
Clients28,400
DateApr 2012
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees51
Clients22,600
DateMar 2012
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees51
Clients22,600
DateMar 2011
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2008
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$797M
Discretionary$797M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateSep 2004
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--