KEY INVESTMENT TEAM
CRD #120011 SEC #801-61016 ENCINO, CA 818-205-1013
SEC Registered
Total AUM
$43.3M
Discretionary
$40.4M
Employees
1
Clients
--
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Jul 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Jul 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Jul 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Jun 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Jun 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Mar 2012 | $43.3M | $40.4M | $2.9M | 1 | 127 |
| Mar 2011 | $47M | $47M | $0 | 5 | -- |
| Mar 2008 | $51.6M | $47M | $4.6M | 5 | -- |
| Mar 2007 | $44.8M | $40.2M | $4.6M | 5 | -- |
| Mar 2006 | $40.1M | $36.7M | $3.4M | 5 | -- |
| Nov 2005 | $37.3M | $33.6M | $3.7M | 5 | -- |
| Sep 2005 | $37.3M | $33.6M | $3.7M | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
DateJul 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateJul 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateJul 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateJul 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateJun 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateJun 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateMar 2012
Total AUM$43.3M
Discretionary$40.4M
Non-Disc.$2.9M
Employees1
Clients127
DateMar 2011
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$51.6M
Discretionary$47M
Non-Disc.$4.6M
Employees5
Clients--
DateMar 2007
Total AUM$44.8M
Discretionary$40.2M
Non-Disc.$4.6M
Employees5
Clients--
DateMar 2006
Total AUM$40.1M
Discretionary$36.7M
Non-Disc.$3.4M
Employees5
Clients--
DateNov 2005
Total AUM$37.3M
Discretionary$33.6M
Non-Disc.$3.7M
Employees5
Clients--
DateSep 2005
Total AUM$37.3M
Discretionary$33.6M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--