PGR SOLUTIONS, LLC
CRD #119490 SEC #801-62632 SAN JOSE, CA (408) 871-1590
SEC Registered
Total AUM
$676.2M
Discretionary
$675.1M
Employees
18
Clients
0
Accounts
1,003
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $676.2M | $675.1M | $1.1M | 18 | 0 |
| May 2018 | $741.7M | $738.8M | $2.9M | 18 | 0 |
| May 2018 | $741.7M | $738.8M | $2.9M | 18 | 0 |
| Mar 2018 | $741.7M | $738.8M | $2.9M | 18 | 0 |
| Dec 2017 | $683.9M | $680.6M | $3.4M | 16 | 0 |
| Dec 2017 | $683.9M | $3.4M | $680.6M | 16 | 0 |
| Sep 2017 | $544M | $296M | $248M | 16 | 500 |
| Jun 2017 | $544M | $296M | $248M | 16 | 500 |
| Mar 2017 | $544M | $296M | $248M | 16 | 500 |
| Mar 2016 | $534.1M | $300.8M | $233.3M | 16 | 500 |
| Apr 2015 | $549.8M | $318.2M | $231.6M | 15 | 469 |
| Mar 2015 | $549.8M | $318.2M | $231.6M | 15 | 469 |
| Mar 2014 | $344.5M | $132.8M | $211.7M | 16 | 407 |
| Sep 2013 | $247.1M | $60.8M | $186.3M | 16 | 500 |
| Apr 2013 | $247.1M | $60.8M | $186.3M | 17 | 500 |
| Apr 2013 | $247.1M | $60.8M | $186.3M | 17 | 500 |
| Mar 2013 | $247.1M | $60.8M | $186.3M | 17 | 500 |
| Mar 2012 | $308.2M | $0 | $308.2M | 11 | 500 |
| Mar 2011 | $286.5M | $0 | $286.5M | -- | -- |
| Sep 2010 | $225.2M | $0 | $225.2M | -- | -- |
| May 2010 | $225.2M | $0 | $225.2M | -- | -- |
| Mar 2010 | $225.2M | $0 | $225.2M | -- | -- |
| Oct 2009 | $174.2M | $0 | $174.2M | -- | -- |
| Mar 2009 | $174.2M | $0 | $174.2M | -- | -- |
| Mar 2007 | $214.3M | $214.3M | $0 | 10 | -- |
| Mar 2006 | $130M | $130M | $0 | 10 | -- |
| Sep 2005 | $72M | $72M | $0 | 10 | -- |
| May 2005 | $72M | $72M | $0 | 10 | -- |
| Dec 2003 | $36M | $36M | $0 | 10 | -- |
DateMar 2019
Total AUM$676.2M
Discretionary$675.1M
Non-Disc.$1.1M
Employees18
Clients0
DateMay 2018
Total AUM$741.7M
Discretionary$738.8M
Non-Disc.$2.9M
Employees18
Clients0
DateMay 2018
Total AUM$741.7M
Discretionary$738.8M
Non-Disc.$2.9M
Employees18
Clients0
DateMar 2018
Total AUM$741.7M
Discretionary$738.8M
Non-Disc.$2.9M
Employees18
Clients0
DateDec 2017
Total AUM$683.9M
Discretionary$680.6M
Non-Disc.$3.4M
Employees16
Clients0
DateDec 2017
Total AUM$683.9M
Discretionary$3.4M
Non-Disc.$680.6M
Employees16
Clients0
DateSep 2017
Total AUM$544M
Discretionary$296M
Non-Disc.$248M
Employees16
Clients500
DateJun 2017
Total AUM$544M
Discretionary$296M
Non-Disc.$248M
Employees16
Clients500
DateMar 2017
Total AUM$544M
Discretionary$296M
Non-Disc.$248M
Employees16
Clients500
DateMar 2016
Total AUM$534.1M
Discretionary$300.8M
Non-Disc.$233.3M
Employees16
Clients500
DateApr 2015
Total AUM$549.8M
Discretionary$318.2M
Non-Disc.$231.6M
Employees15
Clients469
DateMar 2015
Total AUM$549.8M
Discretionary$318.2M
Non-Disc.$231.6M
Employees15
Clients469
DateMar 2014
Total AUM$344.5M
Discretionary$132.8M
Non-Disc.$211.7M
Employees16
Clients407
DateSep 2013
Total AUM$247.1M
Discretionary$60.8M
Non-Disc.$186.3M
Employees16
Clients500
DateApr 2013
Total AUM$247.1M
Discretionary$60.8M
Non-Disc.$186.3M
Employees17
Clients500
DateApr 2013
Total AUM$247.1M
Discretionary$60.8M
Non-Disc.$186.3M
Employees17
Clients500
DateMar 2013
Total AUM$247.1M
Discretionary$60.8M
Non-Disc.$186.3M
Employees17
Clients500
DateMar 2012
Total AUM$308.2M
Discretionary$0
Non-Disc.$308.2M
Employees11
Clients500
DateMar 2011
Total AUM$286.5M
Discretionary$0
Non-Disc.$286.5M
Employees--
Clients--
DateSep 2010
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees--
Clients--
DateMay 2010
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees--
Clients--
DateMar 2010
Total AUM$225.2M
Discretionary$0
Non-Disc.$225.2M
Employees--
Clients--
DateOct 2009
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees--
Clients--
DateMar 2009
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees--
Clients--
DateMar 2007
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees10
Clients--