R.E. DICKINSON INVESTMENT ADVISORS, LLC
Legal name: DICKINSON INVESTMENT ADVISORS
CRD #115108 SEC #801-98342 COUNCIL BLUFFS, IA 712-256-4856
SEC Registered
Total AUM
$373.3M
Discretionary
$353.4M
Employees
3
Clients
11
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $373.3M | $353.4M | $19.9M | 3 | 0 |
| Sep 2023 | $323.6M | $16M | $307.6M | 3 | 0 |
| May 2023 | $323.6M | $16M | $307.6M | 3 | 0 |
| Mar 2023 | $323.6M | $16M | $307.6M | 3 | 0 |
| Oct 2022 | $361.6M | $339.1M | $22.5M | 2 | 0 |
| Mar 2022 | $361.6M | $339.1M | $22.5M | 3 | 0 |
| Feb 2022 | $361.6M | $339.1M | $22.5M | 3 | 0 |
| Jan 2022 | $361.6M | $339.1M | $22.5M | 3 | 0 |
| Jul 2021 | $292.4M | $274.3M | $18.1M | 4 | 508 |
| Jun 2021 | $292.4M | $274.3M | $18.1M | 4 | 508 |
| Jun 2021 | $292.4M | $274.3M | $18.1M | 4 | 508 |
| Feb 2021 | $292.4M | $274.3M | $18.1M | 4 | 508 |
| Jun 2020 | $245.3M | $229M | $16.2M | 3 | 0 |
| May 2020 | $245.3M | $229M | $16.2M | 3 | 0 |
| Mar 2020 | $245.3M | $229M | $16.2M | 3 | 0 |
| Oct 2019 | $191.9M | $179.6M | $12.3M | 3 | 0 |
| Feb 2019 | $191.9M | $179.6M | $12.3M | 3 | 0 |
| Mar 2018 | $184.4M | $172.6M | $11.8M | 3 | 0 |
| Mar 2017 | $142M | $125.1M | $16.9M | 3 | 396 |
| Mar 2016 | $119.4M | $96.4M | $23M | 3 | 356 |
| Jul 2015 | $115.7M | $87.8M | $27.9M | 4 | 375 |
| Jun 2015 | $115.7M | $87.8M | $27.9M | 4 | 375 |
| May 2015 | $115.7M | $87.8M | $27.9M | 4 | 375 |
| May 2012 | $71.6M | $36.5M | $35.2M | 1 | 305 |
| May 2012 | $71.6M | $36.5M | $35.2M | 1 | 305 |
| Mar 2012 | $63.5M | $29.1M | $34.5M | 1 | 300 |
| Apr 2011 | $57.1M | $20.9M | $36.2M | 5 | -- |
| Mar 2011 | $57.1M | $20.9M | $36.2M | 5 | -- |
| Mar 2010 | $47M | $13.2M | $33.8M | 5 | -- |
| Feb 2009 | $36.7M | $2.3M | $34.5M | 5 | -- |
DateFeb 2024
Total AUM$373.3M
Discretionary$353.4M
Non-Disc.$19.9M
Employees3
Clients0
DateSep 2023
Total AUM$323.6M
Discretionary$16M
Non-Disc.$307.6M
Employees3
Clients0
DateMay 2023
Total AUM$323.6M
Discretionary$16M
Non-Disc.$307.6M
Employees3
Clients0
DateMar 2023
Total AUM$323.6M
Discretionary$16M
Non-Disc.$307.6M
Employees3
Clients0
DateOct 2022
Total AUM$361.6M
Discretionary$339.1M
Non-Disc.$22.5M
Employees2
Clients0
DateMar 2022
Total AUM$361.6M
Discretionary$339.1M
Non-Disc.$22.5M
Employees3
Clients0
DateFeb 2022
Total AUM$361.6M
Discretionary$339.1M
Non-Disc.$22.5M
Employees3
Clients0
DateJan 2022
Total AUM$361.6M
Discretionary$339.1M
Non-Disc.$22.5M
Employees3
Clients0
DateJul 2021
Total AUM$292.4M
Discretionary$274.3M
Non-Disc.$18.1M
Employees4
Clients508
DateJun 2021
Total AUM$292.4M
Discretionary$274.3M
Non-Disc.$18.1M
Employees4
Clients508
DateJun 2021
Total AUM$292.4M
Discretionary$274.3M
Non-Disc.$18.1M
Employees4
Clients508
DateFeb 2021
Total AUM$292.4M
Discretionary$274.3M
Non-Disc.$18.1M
Employees4
Clients508
DateJun 2020
Total AUM$245.3M
Discretionary$229M
Non-Disc.$16.2M
Employees3
Clients0
DateMay 2020
Total AUM$245.3M
Discretionary$229M
Non-Disc.$16.2M
Employees3
Clients0
DateMar 2020
Total AUM$245.3M
Discretionary$229M
Non-Disc.$16.2M
Employees3
Clients0
DateOct 2019
Total AUM$191.9M
Discretionary$179.6M
Non-Disc.$12.3M
Employees3
Clients0
DateFeb 2019
Total AUM$191.9M
Discretionary$179.6M
Non-Disc.$12.3M
Employees3
Clients0
DateMar 2018
Total AUM$184.4M
Discretionary$172.6M
Non-Disc.$11.8M
Employees3
Clients0
DateMar 2017
Total AUM$142M
Discretionary$125.1M
Non-Disc.$16.9M
Employees3
Clients396
DateMar 2016
Total AUM$119.4M
Discretionary$96.4M
Non-Disc.$23M
Employees3
Clients356
DateJul 2015
Total AUM$115.7M
Discretionary$87.8M
Non-Disc.$27.9M
Employees4
Clients375
DateJun 2015
Total AUM$115.7M
Discretionary$87.8M
Non-Disc.$27.9M
Employees4
Clients375
DateMay 2015
Total AUM$115.7M
Discretionary$87.8M
Non-Disc.$27.9M
Employees4
Clients375
DateMay 2012
Total AUM$71.6M
Discretionary$36.5M
Non-Disc.$35.2M
Employees1
Clients305
DateMay 2012
Total AUM$71.6M
Discretionary$36.5M
Non-Disc.$35.2M
Employees1
Clients305
DateMar 2012
Total AUM$63.5M
Discretionary$29.1M
Non-Disc.$34.5M
Employees1
Clients300
DateApr 2011
Total AUM$57.1M
Discretionary$20.9M
Non-Disc.$36.2M
Employees5
Clients--
DateMar 2011
Total AUM$57.1M
Discretionary$20.9M
Non-Disc.$36.2M
Employees5
Clients--
DateMar 2010
Total AUM$47M
Discretionary$13.2M
Non-Disc.$33.8M
Employees5
Clients--
DateFeb 2009
Total AUM$36.7M
Discretionary$2.3M
Non-Disc.$34.5M
Employees5
Clients--