PENSION PORTFOLIO MANAGEMENT, LLC
CRD #119480 SEC #801-67430 LANSING, MI 517-316-2400
SEC Registered
Total AUM
$82.4M
Discretionary
$0
Employees
1
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $68.6M | $68.6M | $0 | 1 | 1 |
| Mar 2014 | $71.4M | $71.4M | $0 | 1 | 1 |
| Jan 2014 | $89.3M | $0 | $89.3M | 1 | 1 |
| Mar 2013 | $89.3M | $0 | $89.3M | 1 | 1 |
| May 2012 | $82.4M | $0 | $82.4M | 1 | 1 |
| Mar 2012 | $82.4M | $0 | $82.4M | 1 | 1 |
| Apr 2011 | $90.4M | $0 | $90.4M | 5 | -- |
| Mar 2011 | $68.9M | $0 | $68.9M | 5 | -- |
| Jul 2010 | $47.3M | $21.3M | $26M | 5 | -- |
| May 2010 | $47.3M | $21.3M | $26M | 5 | -- |
| Mar 2010 | $47.3M | $21.3M | $26M | 5 | -- |
| Apr 2009 | $60M | $50M | $10M | 5 | -- |
| Mar 2008 | $80.9M | $68.9M | $12M | 5 | -- |
| Dec 2006 | $56.3M | $56.3M | $0 | 5 | -- |
DateMar 2015
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees1
Clients1
DateJan 2014
Total AUM$89.3M
Discretionary$0
Non-Disc.$89.3M
Employees1
Clients1
DateMar 2013
Total AUM$89.3M
Discretionary$0
Non-Disc.$89.3M
Employees1
Clients1
DateMay 2012
Total AUM$82.4M
Discretionary$0
Non-Disc.$82.4M
Employees1
Clients1
DateMar 2012
Total AUM$82.4M
Discretionary$0
Non-Disc.$82.4M
Employees1
Clients1
DateApr 2011
Total AUM$90.4M
Discretionary$0
Non-Disc.$90.4M
Employees5
Clients--
DateMar 2011
Total AUM$68.9M
Discretionary$0
Non-Disc.$68.9M
Employees5
Clients--
DateJul 2010
Total AUM$47.3M
Discretionary$21.3M
Non-Disc.$26M
Employees5
Clients--
DateMay 2010
Total AUM$47.3M
Discretionary$21.3M
Non-Disc.$26M
Employees5
Clients--
DateMar 2010
Total AUM$47.3M
Discretionary$21.3M
Non-Disc.$26M
Employees5
Clients--
DateApr 2009
Total AUM$60M
Discretionary$50M
Non-Disc.$10M
Employees5
Clients--
DateMar 2008
Total AUM$80.9M
Discretionary$68.9M
Non-Disc.$12M
Employees5
Clients--
DateDec 2006
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--