LAIN, STEPHEN PAUL
Legal name: LAIN ASSET MANAGEMENT & PLANNING
CRD #116840 SEC #801-63766 HIGH POINT, NC 336-887-9390
SEC Registered
Total AUM
$44.5M
Discretionary
$42.8M
Employees
1
Clients
26
Accounts
384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $44.5M | $42.8M | $1.7M | 1 | 200 |
| Mar 2012 | $44.5M | $42.8M | $1.7M | 1 | 200 |
| Mar 2011 | $47.9M | $47.9M | $68 | 5 | -- |
| Jul 2010 | $45M | $45M | $72 | 5 | -- |
| Mar 2010 | $45M | $45M | $72 | 5 | -- |
| Mar 2009 | $38.7M | $38.7M | $51 | 5 | -- |
| Mar 2008 | $47.6M | $47.6M | $123 | 5 | -- |
| Mar 2007 | $44.4M | $44.4M | $430 | 5 | -- |
| Mar 2006 | $37.5M | $37.5M | $2.8K | 5 | -- |
| Dec 2004 | $29.2M | $29.2M | $1K | 5 | -- |
DateMay 2012
Total AUM$44.5M
Discretionary$42.8M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2012
Total AUM$44.5M
Discretionary$42.8M
Non-Disc.$1.7M
Employees1
Clients200
DateMar 2011
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$68
Employees5
Clients--
DateJul 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$72
Employees5
Clients--
DateMar 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$72
Employees5
Clients--
DateMar 2009
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$51
Employees5
Clients--
DateMar 2008
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$123
Employees5
Clients--
DateMar 2007
Total AUM$44.4M
Discretionary$44.4M
Non-Disc.$430
Employees5
Clients--
DateMar 2006
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$2.8K
Employees5
Clients--
DateDec 2004
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$1K
Employees5
Clients--