WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD #116407 SEC #801-60749 PLYMOUTH, MN 763-417-1700
SEC Registered
Total AUM
$94.6B
Discretionary
$86.8B
Employees
1,230
Clients
--
Accounts
186,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Nov 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Oct 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Aug 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Jun 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Mar 2025 | $94.6B | $86.8B | $7.8B | 1,230 | 230 |
| Aug 2024 | $72B | $68.9B | $3.2B | 712 | 177 |
| Jul 2024 | $72B | $68.9B | $3.2B | 712 | 177 |
| Apr 2024 | $72B | $68.9B | $3.2B | 0 | 177 |
| Apr 2024 | $72B | $68.9B | $3.2B | 0 | 177 |
| Mar 2024 | $72B | $68.9B | $3.2B | 0 | 177 |
| Sep 2023 | $56.4B | $50B | $6.3B | 0 | 57 |
| Sep 2023 | $56.4B | $50B | $6.3B | 0 | 57 |
| Jun 2023 | $56.4B | $50B | $6.3B | 0 | 57 |
| Mar 2023 | $56.4B | $50B | $6.3B | 0 | 57 |
| Sep 2022 | $52.6B | $46.5B | $6.1B | 789 | 92 |
| Aug 2022 | $52.6B | $46.5B | $6.1B | 789 | 92 |
| Jul 2022 | $52.6B | $46.5B | $6.1B | 789 | 92 |
| May 2022 | $52.6B | $46.5B | $6.1B | 789 | 92 |
| Mar 2022 | $52.6B | $46.5B | $6.1B | 789 | 92 |
| Feb 2022 | $24.3B | $21B | $3.3B | 409 | 68 |
| Dec 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Nov 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Oct 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Sep 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Aug 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Jul 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Jun 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| May 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Apr 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Apr 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Mar 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Mar 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Mar 2021 | $24.3B | $21B | $3.3B | 409 | 68 |
| Feb 2021 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Jan 2021 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Nov 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Nov 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Oct 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Sep 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Sep 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Sep 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Aug 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Jun 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Jun 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| May 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Mar 2020 | $13.8B | $11.9B | $1.9B | 355 | 59 |
| Mar 2020 | $8.4B | $7.5B | $924.7M | 337 | 59 |
| Jan 2020 | $8.4B | $7.5B | $924.7M | 337 | 59 |
| Jan 2020 | $8.4B | $7.5B | $924.7M | 337 | 59 |
| Jan 2020 | $8.4B | $7.5B | $924.7M | 337 | 59 |
| Oct 2019 | $8.4B | $7.5B | $924.7M | 337 | 59 |
| Jul 2019 | $8.4B | $7.5B | $924.7M | 260 | 59 |
| Jul 2019 | $8.4B | $7.5B | $924.7M | 260 | 59 |
| Jun 2019 | $8.4B | $7.5B | $924.7M | 260 | 59 |
| Apr 2019 | $8.4B | $7.5B | $924.7M | 260 | 59 |
| Mar 2019 | $8.4B | $7.5B | $924.7M | 260 | 59 |
| Mar 2019 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Jan 2019 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Dec 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Dec 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Nov 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Oct 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Sep 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Aug 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| May 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Apr 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Mar 2018 | $7.4B | $6.2B | $1.2B | 226 | 120 |
| Jun 2017 | $5.8B | $4.9B | $882.4M | 206 | 9,700 |
| Jun 2017 | $5.8B | $4.9B | $882.4M | 206 | 9,700 |
| Apr 2017 | $5.8B | $4.9B | $882.4M | 206 | 9,700 |
| Mar 2017 | $5.8B | $4.9B | $882.4M | 206 | 9,700 |
| Mar 2017 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Nov 2016 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Aug 2016 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Jul 2016 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Jun 2016 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Mar 2016 | $3.8B | $3.1B | $774.3M | 166 | 8,900 |
| Nov 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| Nov 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| Jul 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| May 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| May 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| Mar 2015 | $3.6B | $3B | $686.7M | 153 | 8,400 |
| Feb 2015 | $3.1B | $2.6B | $467.6M | 147 | 7,900 |
| Jan 2015 | $3.1B | $2.6B | $467.6M | 147 | 7,900 |
| Mar 2014 | $3.1B | $2.6B | $467.6M | 147 | 7,900 |
| Mar 2014 | $3.1B | $2.6B | $467.6M | 147 | 7,900 |
| Nov 2013 | $2.3B | $1.9B | $394M | 137 | 7,500 |
| Nov 2013 | $2.3B | $1.9B | $394M | 137 | 7,500 |
| Jul 2013 | $2.3B | $1.9B | $394M | 137 | 7,500 |
| Apr 2013 | $2.3B | $1.9B | $394M | 137 | 7,500 |
| Feb 2013 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| Jan 2013 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| Dec 2012 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| Dec 2012 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| Dec 2012 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| Nov 2012 | $1.9B | $1.5B | $343.3M | 139 | 6,800 |
| May 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Apr 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Apr 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Apr 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Mar 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Mar 2012 | $1.9B | $1.5B | $343.3M | 51 | 6,800 |
| Dec 2011 | $1.5B | $1.5B | $0 | 51 | 6,500 |
| Dec 2011 | $1.5B | $1.5B | $0 | 51 | 6,500 |
| Aug 2011 | $1.5B | $1.5B | $0 | 51 | -- |
| Jun 2011 | $1.5B | $1.5B | $0 | 51 | -- |
| Jan 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Jan 2011 | $1.2B | $1.2B | $0 | 51 | -- |
| Nov 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Sep 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Jun 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Apr 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Apr 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2010 | $1.2B | $1.2B | $0 | 51 | -- |
| Mar 2008 | $1.1B | $1.1B | $0 | 51 | -- |
| Feb 2008 | $996.5M | $996.5M | $0 | 51 | -- |
| Nov 2007 | $996.5M | $996.5M | $0 | 51 | -- |
| Aug 2007 | $996.5M | $996.5M | $0 | 51 | -- |
| Mar 2007 | $996.5M | $996.5M | $0 | 51 | -- |
| Feb 2007 | $798.6M | $798.6M | $0 | 51 | -- |
| Mar 2006 | $634.9M | $634.9M | $0 | -- | -- |
| Dec 2005 | $634.9M | $634.9M | $0 | -- | -- |
| Jul 2004 | $392.8M | $392.8M | $0 | -- | -- |
| Mar 2004 | $392.8M | $392.8M | $0 | -- | -- |
| Mar 2004 | $392.8M | $392.8M | $0 | -- | -- |
| Dec 2003 | $241.4M | $241.4M | $0 | -- | -- |
| Oct 2003 | $241.4M | $241.4M | $0 | -- | -- |
| Apr 2002 | $69.4M | $69.4M | $0 | -- | -- |
| Mar 2002 | $69.4M | $69.4M | $0 | -- | -- |
DateDec 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateNov 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateOct 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateAug 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateJun 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateMar 2025
Total AUM$94.6B
Discretionary$86.8B
Non-Disc.$7.8B
Employees1,230
Clients230
DateAug 2024
Total AUM$72B
Discretionary$68.9B
Non-Disc.$3.2B
Employees712
Clients177
DateJul 2024
Total AUM$72B
Discretionary$68.9B
Non-Disc.$3.2B
Employees712
Clients177
DateApr 2024
Total AUM$72B
Discretionary$68.9B
Non-Disc.$3.2B
Employees0
Clients177
DateApr 2024
Total AUM$72B
Discretionary$68.9B
Non-Disc.$3.2B
Employees0
Clients177
DateMar 2024
Total AUM$72B
Discretionary$68.9B
Non-Disc.$3.2B
Employees0
Clients177
DateSep 2023
Total AUM$56.4B
Discretionary$50B
Non-Disc.$6.3B
Employees0
Clients57
DateSep 2023
Total AUM$56.4B
Discretionary$50B
Non-Disc.$6.3B
Employees0
Clients57
DateJun 2023
Total AUM$56.4B
Discretionary$50B
Non-Disc.$6.3B
Employees0
Clients57
DateMar 2023
Total AUM$56.4B
Discretionary$50B
Non-Disc.$6.3B
Employees0
Clients57
DateSep 2022
Total AUM$52.6B
Discretionary$46.5B
Non-Disc.$6.1B
Employees789
Clients92
DateAug 2022
Total AUM$52.6B
Discretionary$46.5B
Non-Disc.$6.1B
Employees789
Clients92
DateJul 2022
Total AUM$52.6B
Discretionary$46.5B
Non-Disc.$6.1B
Employees789
Clients92
DateMay 2022
Total AUM$52.6B
Discretionary$46.5B
Non-Disc.$6.1B
Employees789
Clients92
DateMar 2022
Total AUM$52.6B
Discretionary$46.5B
Non-Disc.$6.1B
Employees789
Clients92
DateFeb 2022
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateDec 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateNov 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateOct 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateSep 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateAug 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateJul 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateJun 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateMay 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateApr 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateApr 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateMar 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateMar 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateMar 2021
Total AUM$24.3B
Discretionary$21B
Non-Disc.$3.3B
Employees409
Clients68
DateFeb 2021
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateJan 2021
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateNov 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateNov 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateOct 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateSep 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateSep 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateSep 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateAug 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateJun 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateJun 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateMay 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateMar 2020
Total AUM$13.8B
Discretionary$11.9B
Non-Disc.$1.9B
Employees355
Clients59
DateMar 2020
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees337
Clients59
DateJan 2020
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees337
Clients59
DateJan 2020
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees337
Clients59
DateJan 2020
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees337
Clients59
DateOct 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees337
Clients59
DateJul 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees260
Clients59
DateJul 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees260
Clients59
DateJun 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees260
Clients59
DateApr 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees260
Clients59
DateMar 2019
Total AUM$8.4B
Discretionary$7.5B
Non-Disc.$924.7M
Employees260
Clients59
DateMar 2019
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateJan 2019
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateDec 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateDec 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateNov 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateOct 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateSep 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateAug 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateMay 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateApr 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateMar 2018
Total AUM$7.4B
Discretionary$6.2B
Non-Disc.$1.2B
Employees226
Clients120
DateJun 2017
Total AUM$5.8B
Discretionary$4.9B
Non-Disc.$882.4M
Employees206
Clients9,700
DateJun 2017
Total AUM$5.8B
Discretionary$4.9B
Non-Disc.$882.4M
Employees206
Clients9,700
DateApr 2017
Total AUM$5.8B
Discretionary$4.9B
Non-Disc.$882.4M
Employees206
Clients9,700
DateMar 2017
Total AUM$5.8B
Discretionary$4.9B
Non-Disc.$882.4M
Employees206
Clients9,700
DateMar 2017
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateNov 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateAug 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateJul 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateJun 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateMar 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$774.3M
Employees166
Clients8,900
DateNov 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateNov 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateJul 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateMay 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateMay 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateMar 2015
Total AUM$3.6B
Discretionary$3B
Non-Disc.$686.7M
Employees153
Clients8,400
DateFeb 2015
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$467.6M
Employees147
Clients7,900
DateJan 2015
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$467.6M
Employees147
Clients7,900
DateMar 2014
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$467.6M
Employees147
Clients7,900
DateMar 2014
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$467.6M
Employees147
Clients7,900
DateNov 2013
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$394M
Employees137
Clients7,500
DateNov 2013
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$394M
Employees137
Clients7,500
DateJul 2013
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$394M
Employees137
Clients7,500
DateApr 2013
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$394M
Employees137
Clients7,500
DateFeb 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateJan 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateDec 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateDec 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateDec 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateNov 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees139
Clients6,800
DateMay 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateApr 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateApr 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateApr 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateMar 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateMar 2012
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$343.3M
Employees51
Clients6,800
DateDec 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients6,500
DateDec 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients6,500
DateAug 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients--
DateJun 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateNov 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateJun 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateFeb 2008
Total AUM$996.5M
Discretionary$996.5M
Non-Disc.$0
Employees51
Clients--
DateNov 2007
Total AUM$996.5M
Discretionary$996.5M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$996.5M
Discretionary$996.5M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$996.5M
Discretionary$996.5M
Non-Disc.$0
Employees51
Clients--
DateFeb 2007
Total AUM$798.6M
Discretionary$798.6M
Non-Disc.$0
Employees51
Clients--
DateMar 2006
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$634.9M
Discretionary$634.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees--
Clients--