PENSIONTREND INVESTMENT ADVISERS, LLC
CRD #116900 SEC #801-60702 OKEMOS, MI 517-349-2149
SEC Registered
Total AUM
$751.3M
Discretionary
$21M
Employees
--
Clients
10
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $751.3M | $21M | $730.3M | -- | -- |
| Mar 2010 | $466M | $63.5M | $402.5M | -- | -- |
| Mar 2007 | $552.8M | $3.7M | $549.1M | 10 | -- |
| Mar 2006 | $439.4M | $0 | $439.4M | 10 | -- |
| Mar 2004 | $206.6M | $0 | $206.6M | 10 | -- |
| Apr 2002 | $28.5M | $0 | $28.5M | 5 | -- |
| Nov 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2011
Total AUM$751.3M
Discretionary$21M
Non-Disc.$730.3M
Employees--
Clients--
DateMar 2010
Total AUM$466M
Discretionary$63.5M
Non-Disc.$402.5M
Employees--
Clients--
DateMar 2007
Total AUM$552.8M
Discretionary$3.7M
Non-Disc.$549.1M
Employees10
Clients--
DateMar 2006
Total AUM$439.4M
Discretionary$0
Non-Disc.$439.4M
Employees10
Clients--
DateMar 2004
Total AUM$206.6M
Discretionary$0
Non-Disc.$206.6M
Employees10
Clients--
DateApr 2002
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees5
Clients--
DateNov 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--