JM EGAN WEALTH ADVISORS, LLC
CRD #121134 SEC #801-69374 MADISON, NJ 973-377-4700 EX 323
SEC Registered
Total AUM
$163.7M
Discretionary
$163.7M
Employees
5
Clients
251
Accounts
763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $205M | $205M | $0 | 4 | 300 |
| Jan 2016 | $163.7M | $163.7M | $0 | 5 | 300 |
| Feb 2015 | $163.7M | $163.7M | $0 | 5 | 300 |
| May 2014 | $147.2M | $147.2M | $0 | 1 | 300 |
| Feb 2014 | $147.2M | $147.2M | $0 | 1 | 300 |
| May 2013 | $129.3M | $129.3M | $0 | 1 | 300 |
| Mar 2013 | $129.3M | $129.3M | $0 | 1 | 300 |
| Oct 2012 | $111.1M | $111.1M | $0 | 1 | 300 |
| Jan 2012 | $111.1M | $111.1M | $0 | 1 | 300 |
| Mar 2011 | $102.4M | $102.4M | $0 | 5 | -- |
| Feb 2011 | $102.4M | $102.4M | $0 | 5 | -- |
| Dec 2010 | $102.4M | $102.4M | $0 | 5 | -- |
| Oct 2009 | $109M | $109M | $0 | 5 | -- |
DateMar 2016
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients300
DateJan 2016
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees5
Clients300
DateMay 2014
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees1
Clients300
DateFeb 2014
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees1
Clients300
DateMay 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees1
Clients300
DateMar 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees1
Clients300
DateOct 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients--