PURCELL ADVISORY SERVICES, LLC
CRD #117238 SEC #801-62524 TACOMA, WA 253.627.8101
SEC Registered
Total AUM
$187M
Discretionary
$185.6M
Employees
11
Clients
0
Accounts
2,971
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2013 | $210.1M | $206.1M | $4.1M | 11 | 1,600 |
| Mar 2013 | $210.1M | $206.1M | $4.1M | 11 | 1,600 |
| Aug 2012 | $187M | $185.6M | $1.4M | 11 | 1,500 |
| Jun 2012 | $187M | $185.6M | $1.4M | 11 | 1,500 |
| Jun 2012 | $187M | $185.6M | $1.4M | 11 | 1,500 |
| May 2012 | $187M | $185.6M | $1.4M | 11 | 1,500 |
| Mar 2012 | $187M | $185.6M | $1.4M | 11 | 1,500 |
| Mar 2011 | $170.3M | $167.2M | $3.1M | -- | -- |
| Feb 2010 | $170.2M | $167.2M | $3.1M | -- | -- |
| Apr 2009 | $170.2M | $167.2M | $3.1M | -- | -- |
| Mar 2009 | $121.7M | $118.3M | $3.3M | -- | -- |
| Jan 2008 | $114.4M | $111.3M | $3.1M | -- | -- |
| Aug 2007 | $114.4M | $111.3M | $3.1M | 5 | -- |
| May 2007 | $114.4M | $111.3M | $3.1M | 5 | -- |
| Mar 2006 | $77.1M | $77.1M | $0 | 5 | -- |
| Jun 2005 | $69.3M | $66.6M | $2.7M | 5 | -- |
| May 2005 | $69.3M | $66.6M | $2.7M | 5 | -- |
| Apr 2004 | $68.3M | $65.5M | $2.8M | 5 | -- |
| Nov 2003 | $53.7M | $49.7M | $4M | 5 | -- |
DateApr 2013
Total AUM$210.1M
Discretionary$206.1M
Non-Disc.$4.1M
Employees11
Clients1,600
DateMar 2013
Total AUM$210.1M
Discretionary$206.1M
Non-Disc.$4.1M
Employees11
Clients1,600
DateAug 2012
Total AUM$187M
Discretionary$185.6M
Non-Disc.$1.4M
Employees11
Clients1,500
DateJun 2012
Total AUM$187M
Discretionary$185.6M
Non-Disc.$1.4M
Employees11
Clients1,500
DateJun 2012
Total AUM$187M
Discretionary$185.6M
Non-Disc.$1.4M
Employees11
Clients1,500
DateMay 2012
Total AUM$187M
Discretionary$185.6M
Non-Disc.$1.4M
Employees11
Clients1,500
DateMar 2012
Total AUM$187M
Discretionary$185.6M
Non-Disc.$1.4M
Employees11
Clients1,500
DateMar 2011
Total AUM$170.3M
Discretionary$167.2M
Non-Disc.$3.1M
Employees--
Clients--
DateFeb 2010
Total AUM$170.2M
Discretionary$167.2M
Non-Disc.$3.1M
Employees--
Clients--
DateApr 2009
Total AUM$170.2M
Discretionary$167.2M
Non-Disc.$3.1M
Employees--
Clients--
DateMar 2009
Total AUM$121.7M
Discretionary$118.3M
Non-Disc.$3.3M
Employees--
Clients--
DateJan 2008
Total AUM$114.4M
Discretionary$111.3M
Non-Disc.$3.1M
Employees--
Clients--
DateAug 2007
Total AUM$114.4M
Discretionary$111.3M
Non-Disc.$3.1M
Employees5
Clients--
DateMay 2007
Total AUM$114.4M
Discretionary$111.3M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2006
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$69.3M
Discretionary$66.6M
Non-Disc.$2.7M
Employees5
Clients--
DateMay 2005
Total AUM$69.3M
Discretionary$66.6M
Non-Disc.$2.7M
Employees5
Clients--
DateApr 2004
Total AUM$68.3M
Discretionary$65.5M
Non-Disc.$2.8M
Employees5
Clients--
DateNov 2003
Total AUM$53.7M
Discretionary$49.7M
Non-Disc.$4M
Employees5
Clients--