DIVI-VEST ADVISORS
CRD #120645 SEC #801-61293 BRYN MAWR, PA 610-527-2802
SEC Registered
Total AUM
$35.6M
Discretionary
$35.6M
Employees
1
Clients
--
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $40.1M | $40.1M | $0 | 1 | 26 |
| May 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| May 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| Mar 2012 | $35.6M | $35.6M | $0 | 1 | 26 |
| Feb 2011 | $41M | $41M | $0 | 5 | -- |
| Mar 2010 | $39.7M | $39.7M | $0 | 5 | -- |
| Mar 2009 | $37M | $37M | $0 | 5 | -- |
| Mar 2008 | $94.5M | $94.5M | $0 | 5 | -- |
| Apr 2007 | $98.4M | $98.4M | $0 | 5 | -- |
| Mar 2006 | $80.8M | $80.8M | $0 | 5 | -- |
| Sep 2005 | $32.6M | $32.6M | $0 | 5 | -- |
DateJun 2012
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$80.8M
Discretionary$80.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--