B. RILEY WEALTH ADVISORS, INC.
CRD #115927 SEC #801-64837 MEMPHIS, TN 901-251-1330
SEC Registered Disclosures
Total AUM
$7B
Discretionary
$5.2B
Employees
350
Clients
26
Accounts
17,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $7B | $5.2B | $1.8B | 350 | 40 |
| Jun 2025 | $7B | $5.2B | $1.8B | 350 | 40 |
| Apr 2025 | $7B | $5.2B | $1.8B | 350 | 40 |
| Mar 2025 | $7B | $5.2B | $1.8B | 350 | 40 |
| Jan 2025 | $7.6B | $6.4B | $1.3B | 457 | 40 |
| Sep 2024 | $7.6B | $6.4B | $1.3B | 457 | 40 |
| Mar 2024 | $7.6B | $6.4B | $1.3B | 457 | 40 |
| Sep 2023 | $6.9B | $5.5B | $1.4B | 503 | 35 |
| Mar 2023 | $6.9B | $5.5B | $1.4B | 503 | 35 |
| Aug 2022 | $6.5B | $4.8B | $1.7B | 337 | 23 |
| Jul 2022 | $6.5B | $4.8B | $1.7B | 337 | 23 |
| Dec 2021 | $6.5B | $4.8B | $1.7B | 337 | 23 |
| Oct 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Oct 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Sep 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Apr 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Apr 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Mar 2021 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Dec 2020 | $4.9B | $4.5B | $401.1M | 324 | 23 |
| Oct 2020 | $2.6B | $2.2B | $327.3M | 268 | 23 |
| Jun 2020 | $2.6B | $2.2B | $327.3M | 268 | 23 |
| Apr 2020 | $2.6B | $2.2B | $327.3M | 268 | 23 |
| Feb 2020 | $2.6B | $2.2B | $327.3M | 268 | 23 |
| Jan 2020 | $2.6B | $2.2B | $327.3M | 268 | 23 |
| Dec 2019 | $2.6B | $2.2B | $327M | 268 | 23 |
| Sep 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Apr 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Apr 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Apr 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Mar 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Feb 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Jan 2019 | $2.4B | $2.3B | $56M | 268 | 10 |
| Dec 2018 | $2.4B | $2.3B | $56M | 268 | 10 |
| Dec 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Dec 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Aug 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Aug 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Jun 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Jun 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| May 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| May 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Feb 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Jan 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Jan 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Jan 2018 | $1.8B | $1.7B | $76M | 219 | 617 |
| Dec 2017 | $1.8B | $1.7B | $76M | 219 | 617 |
| Sep 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Aug 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Jul 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Jun 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Jun 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| May 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| May 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| May 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| May 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Apr 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Mar 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Feb 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Feb 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Jan 2017 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Dec 2016 | $1.2B | $938.8M | $262.5M | 210 | 3,600 |
| Oct 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Oct 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Sep 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Jul 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Jul 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| May 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Feb 2016 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Dec 2015 | $1.1B | $950.3M | $100.9M | 202 | 4,200 |
| Nov 2015 | $1.3B | $1.1B | $150.7M | 196 | 4,500 |
| Oct 2015 | $1.3B | $1.1B | $150.7M | 196 | 4,500 |
| May 2015 | $1.3B | $1.1B | $150.7M | 196 | 4,500 |
| Dec 2014 | $1.3B | $1.1B | $150.7M | 196 | 4,500 |
| Sep 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Sep 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| May 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Apr 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Apr 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Apr 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Feb 2014 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Nov 2013 | $1.1B | $1B | $117.8M | 142 | 4,880 |
| Sep 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Aug 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Jul 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Jul 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Jun 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| May 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Apr 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Apr 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Apr 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Mar 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Feb 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Feb 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Jan 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Jan 2013 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Dec 2012 | $914.1M | $634.8M | $279.3M | 156 | 2,700 |
| Sep 2012 | $729.7M | $574.3M | $155.4M | 1 | 2,700 |
| Sep 2012 | $729.7M | $574.3M | $155.4M | 1 | 2,700 |
| Aug 2012 | $729.7M | $574.3M | $155.4M | 1 | 2,700 |
| Aug 2012 | $729.7M | $574.3M | $155.4M | 1 | 2,700 |
| Feb 2012 | $503M | $390.1M | $112.9M | 1 | 3,800 |
| Feb 2012 | $503M | $390.1M | $112.9M | 1 | 3,800 |
| Jan 2012 | $503M | $390.1M | $112.9M | 1 | 3,800 |
| Dec 2011 | $503M | $390.1M | $112.9M | 1 | 3,800 |
| Aug 2011 | $606M | $498.3M | $107.7M | 5 | -- |
| Aug 2011 | $606M | $498.3M | $107.7M | 5 | -- |
| Aug 2011 | $606M | $498.3M | $107.7M | 5 | -- |
| Mar 2011 | $606M | $498.3M | $107.7M | 5 | -- |
| Mar 2011 | $606M | $498.3M | $107.7M | 5 | -- |
| Dec 2010 | $606M | $498.3M | $107.7M | 5 | -- |
| Dec 2010 | $606M | $498.3M | $107.7M | 5 | -- |
| Apr 2009 | $305.3M | $217.8M | $87.5M | 5 | -- |
| Feb 2009 | $305.3M | $217.8M | $87.5M | 5 | -- |
| Mar 2008 | $204.2M | $159.4M | $44.8M | 5 | -- |
| Jan 2008 | $204.2M | $159.4M | $44.8M | 5 | -- |
| Dec 2007 | $204.2M | $159.4M | $44.8M | 5 | -- |
| Feb 2007 | $110.2M | $79.5M | $30.7M | 5 | -- |
| Jan 2007 | $110.2M | $79.5M | $30.7M | 5 | -- |
| Mar 2006 | $32.4M | $9.3M | $23.1M | 5 | -- |
| Mar 2006 | $32.4M | $9.3M | $23.1M | 5 | -- |
| Oct 2005 | $32.4M | $9.3M | $23.1M | 5 | -- |
DateOct 2025
Total AUM$7B
Discretionary$5.2B
Non-Disc.$1.8B
Employees350
Clients40
DateJun 2025
Total AUM$7B
Discretionary$5.2B
Non-Disc.$1.8B
Employees350
Clients40
DateApr 2025
Total AUM$7B
Discretionary$5.2B
Non-Disc.$1.8B
Employees350
Clients40
DateMar 2025
Total AUM$7B
Discretionary$5.2B
Non-Disc.$1.8B
Employees350
Clients40
DateJan 2025
Total AUM$7.6B
Discretionary$6.4B
Non-Disc.$1.3B
Employees457
Clients40
DateSep 2024
Total AUM$7.6B
Discretionary$6.4B
Non-Disc.$1.3B
Employees457
Clients40
DateMar 2024
Total AUM$7.6B
Discretionary$6.4B
Non-Disc.$1.3B
Employees457
Clients40
DateSep 2023
Total AUM$6.9B
Discretionary$5.5B
Non-Disc.$1.4B
Employees503
Clients35
DateMar 2023
Total AUM$6.9B
Discretionary$5.5B
Non-Disc.$1.4B
Employees503
Clients35
DateAug 2022
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees337
Clients23
DateJul 2022
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees337
Clients23
DateDec 2021
Total AUM$6.5B
Discretionary$4.8B
Non-Disc.$1.7B
Employees337
Clients23
DateOct 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateOct 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateSep 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateApr 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateApr 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateMar 2021
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateDec 2020
Total AUM$4.9B
Discretionary$4.5B
Non-Disc.$401.1M
Employees324
Clients23
DateOct 2020
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327.3M
Employees268
Clients23
DateJun 2020
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327.3M
Employees268
Clients23
DateApr 2020
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327.3M
Employees268
Clients23
DateFeb 2020
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327.3M
Employees268
Clients23
DateJan 2020
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327.3M
Employees268
Clients23
DateDec 2019
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$327M
Employees268
Clients23
DateSep 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateApr 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateApr 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateApr 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateMar 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateFeb 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateJan 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateDec 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$56M
Employees268
Clients10
DateDec 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateDec 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateAug 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateAug 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateJun 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateJun 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateMay 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateMay 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateFeb 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateJan 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateJan 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateJan 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateDec 2017
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$76M
Employees219
Clients617
DateSep 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateAug 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateJul 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateJun 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateJun 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateMay 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateMay 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateMay 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateMay 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateApr 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateMar 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateFeb 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateFeb 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateJan 2017
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateDec 2016
Total AUM$1.2B
Discretionary$938.8M
Non-Disc.$262.5M
Employees210
Clients3,600
DateOct 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateOct 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateSep 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateJul 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateJul 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateMay 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateFeb 2016
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateDec 2015
Total AUM$1.1B
Discretionary$950.3M
Non-Disc.$100.9M
Employees202
Clients4,200
DateNov 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$150.7M
Employees196
Clients4,500
DateOct 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$150.7M
Employees196
Clients4,500
DateMay 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$150.7M
Employees196
Clients4,500
DateDec 2014
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$150.7M
Employees196
Clients4,500
DateSep 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateSep 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateMay 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateApr 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateApr 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateApr 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateFeb 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateNov 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.8M
Employees142
Clients4,880
DateSep 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateAug 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateJul 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateJul 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateJun 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateMay 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateApr 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateApr 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateApr 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateMar 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateFeb 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateFeb 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateJan 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateJan 2013
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateDec 2012
Total AUM$914.1M
Discretionary$634.8M
Non-Disc.$279.3M
Employees156
Clients2,700
DateSep 2012
Total AUM$729.7M
Discretionary$574.3M
Non-Disc.$155.4M
Employees1
Clients2,700
DateSep 2012
Total AUM$729.7M
Discretionary$574.3M
Non-Disc.$155.4M
Employees1
Clients2,700
DateAug 2012
Total AUM$729.7M
Discretionary$574.3M
Non-Disc.$155.4M
Employees1
Clients2,700
DateAug 2012
Total AUM$729.7M
Discretionary$574.3M
Non-Disc.$155.4M
Employees1
Clients2,700
DateFeb 2012
Total AUM$503M
Discretionary$390.1M
Non-Disc.$112.9M
Employees1
Clients3,800
DateFeb 2012
Total AUM$503M
Discretionary$390.1M
Non-Disc.$112.9M
Employees1
Clients3,800
DateJan 2012
Total AUM$503M
Discretionary$390.1M
Non-Disc.$112.9M
Employees1
Clients3,800
DateDec 2011
Total AUM$503M
Discretionary$390.1M
Non-Disc.$112.9M
Employees1
Clients3,800
DateAug 2011
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateAug 2011
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateAug 2011
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateMar 2011
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateMar 2011
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateDec 2010
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateDec 2010
Total AUM$606M
Discretionary$498.3M
Non-Disc.$107.7M
Employees5
Clients--
DateApr 2009
Total AUM$305.3M
Discretionary$217.8M
Non-Disc.$87.5M
Employees5
Clients--
DateFeb 2009
Total AUM$305.3M
Discretionary$217.8M
Non-Disc.$87.5M
Employees5
Clients--
DateMar 2008
Total AUM$204.2M
Discretionary$159.4M
Non-Disc.$44.8M
Employees5
Clients--
DateJan 2008
Total AUM$204.2M
Discretionary$159.4M
Non-Disc.$44.8M
Employees5
Clients--
DateDec 2007
Total AUM$204.2M
Discretionary$159.4M
Non-Disc.$44.8M
Employees5
Clients--
DateFeb 2007
Total AUM$110.2M
Discretionary$79.5M
Non-Disc.$30.7M
Employees5
Clients--
DateJan 2007
Total AUM$110.2M
Discretionary$79.5M
Non-Disc.$30.7M
Employees5
Clients--
DateMar 2006
Total AUM$32.4M
Discretionary$9.3M
Non-Disc.$23.1M
Employees5
Clients--
DateMar 2006
Total AUM$32.4M
Discretionary$9.3M
Non-Disc.$23.1M
Employees5
Clients--
DateOct 2005
Total AUM$32.4M
Discretionary$9.3M
Non-Disc.$23.1M
Employees5
Clients--