SIENA CAPITAL MANAGEMENT, LLC
Legal name: SIENA WEALTH ADVISORS
CRD #117646 SEC #801-107786 GRAND LEDGE, MI 517-627-1412
SEC Registered
Total AUM
$218.9M
Discretionary
$213.1M
Employees
4
Clients
--
Accounts
1,078
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $218.9M | $213.1M | $5.9M | 4 | 0 |
| Sep 2020 | $203.4M | $198.4M | $4.9M | 4 | 0 |
| Jul 2020 | $203.4M | $198.4M | $4.9M | 5 | 0 |
| Jun 2020 | $203.4M | $198.4M | $4.9M | 4 | 0 |
| Mar 2020 | $203.4M | $198.4M | $4.9M | 4 | 0 |
| Aug 2019 | $171M | $166.9M | $4.1M | 5 | 0 |
| Apr 2019 | $171M | $166.9M | $4.1M | 5 | 0 |
| Mar 2019 | $171M | $166.9M | $4.1M | 5 | 0 |
| Mar 2018 | $181.7M | $170.1M | $11.6M | 4 | 0 |
| Mar 2017 | $129.6M | $128.2M | $1.4M | 5 | 400 |
| Apr 2016 | $112.4M | $108.2M | $4.2M | 4 | 400 |
DateMar 2021
Total AUM$218.9M
Discretionary$213.1M
Non-Disc.$5.9M
Employees4
Clients0
DateSep 2020
Total AUM$203.4M
Discretionary$198.4M
Non-Disc.$4.9M
Employees4
Clients0
DateJul 2020
Total AUM$203.4M
Discretionary$198.4M
Non-Disc.$4.9M
Employees5
Clients0
DateJun 2020
Total AUM$203.4M
Discretionary$198.4M
Non-Disc.$4.9M
Employees4
Clients0
DateMar 2020
Total AUM$203.4M
Discretionary$198.4M
Non-Disc.$4.9M
Employees4
Clients0
DateAug 2019
Total AUM$171M
Discretionary$166.9M
Non-Disc.$4.1M
Employees5
Clients0
DateApr 2019
Total AUM$171M
Discretionary$166.9M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2019
Total AUM$171M
Discretionary$166.9M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2018
Total AUM$181.7M
Discretionary$170.1M
Non-Disc.$11.6M
Employees4
Clients0
DateMar 2017
Total AUM$129.6M
Discretionary$128.2M
Non-Disc.$1.4M
Employees5
Clients400
DateApr 2016
Total AUM$112.4M
Discretionary$108.2M
Non-Disc.$4.2M
Employees4
Clients400