KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
Legal name: KBOC, LLC
CRD #117236 SEC #801-62527 METAIRIE, LA (504) 457-6252
SEC Registered
Total AUM
$43.3M
Discretionary
$0
Employees
1
Clients
26
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $43.3M | $0 | $43.3M | 1 | 26 |
| Jun 2012 | $43.3M | $0 | $43.3M | 1 | 26 |
| Mar 2012 | $43.3M | $0 | $43.3M | 1 | 26 |
| Mar 2008 | $72.3M | $0 | $72.3M | 5 | -- |
| Oct 2007 | $66.2M | $0 | $66.2M | 5 | -- |
| Mar 2007 | $66.2M | $0 | $66.2M | 5 | -- |
| Mar 2006 | $57.6M | $0 | $57.6M | 5 | -- |
| Sep 2005 | $56.3M | $0 | $56.3M | 5 | -- |
| Sep 2004 | $35.6M | $35.6M | $0 | 5 | -- |
| Nov 2003 | $33.2M | $33.2M | $0 | 5 | -- |
DateJun 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients26
DateJun 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients26
DateMar 2012
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees1
Clients26
DateMar 2008
Total AUM$72.3M
Discretionary$0
Non-Disc.$72.3M
Employees5
Clients--
DateOct 2007
Total AUM$66.2M
Discretionary$0
Non-Disc.$66.2M
Employees5
Clients--
DateMar 2007
Total AUM$66.2M
Discretionary$0
Non-Disc.$66.2M
Employees5
Clients--
DateMar 2006
Total AUM$57.6M
Discretionary$0
Non-Disc.$57.6M
Employees5
Clients--
DateSep 2005
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees5
Clients--
DateSep 2004
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--