PERMANENT VALUE INC.
CRD #118024 SEC #801-63878 SAN DIEGO, CA 619-682-3834
SEC Registered
Total AUM
$19.3M
Discretionary
$18.5M
Employees
1
Clients
1
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2012 | $19.3M | $18.5M | $840K | 1 | 26 |
| Nov 2012 | $19.3M | $18.5M | $840K | 1 | 26 |
| Nov 2012 | $19.3M | $18.5M | $840K | 3 | 26 |
| Oct 2012 | $19.3M | $18.5M | $840K | 1 | 26 |
| Oct 2012 | $19.3M | $18.5M | $840K | 1 | 26 |
| Apr 2012 | $22M | $21M | $1M | 1 | 26 |
| Mar 2011 | $25.3M | $25.3M | $0 | 5 | -- |
| Sep 2010 | $26M | $25.5M | $500K | 10 | -- |
| Mar 2010 | $48M | $47.5M | $500K | 10 | -- |
| Mar 2008 | $70.5M | $70M | $500K | 10 | -- |
| Mar 2007 | $65.5M | $65M | $500K | 10 | -- |
| Jan 2005 | $29.2M | $29M | $200K | 5 | -- |
DateDec 2012
Total AUM$19.3M
Discretionary$18.5M
Non-Disc.$840K
Employees1
Clients26
DateNov 2012
Total AUM$19.3M
Discretionary$18.5M
Non-Disc.$840K
Employees1
Clients26
DateNov 2012
Total AUM$19.3M
Discretionary$18.5M
Non-Disc.$840K
Employees3
Clients26
DateOct 2012
Total AUM$19.3M
Discretionary$18.5M
Non-Disc.$840K
Employees1
Clients26
DateOct 2012
Total AUM$19.3M
Discretionary$18.5M
Non-Disc.$840K
Employees1
Clients26
DateApr 2012
Total AUM$22M
Discretionary$21M
Non-Disc.$1M
Employees1
Clients26
DateMar 2011
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$26M
Discretionary$25.5M
Non-Disc.$500K
Employees10
Clients--
DateMar 2010
Total AUM$48M
Discretionary$47.5M
Non-Disc.$500K
Employees10
Clients--
DateMar 2008
Total AUM$70.5M
Discretionary$70M
Non-Disc.$500K
Employees10
Clients--
DateMar 2007
Total AUM$65.5M
Discretionary$65M
Non-Disc.$500K
Employees10
Clients--
DateJan 2005
Total AUM$29.2M
Discretionary$29M
Non-Disc.$200K
Employees5
Clients--