AUG, INC.
Legal name: GROSS INVESTMENTS
CRD #121448 SEC #801-64344 LANCASTER, PA 717-299-4423
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $325.1M | $292.4M | $32.7M | 3 | 0 |
| Jun 2020 | $262M | $236M | $26M | 3 | 0 |
| Mar 2020 | $262M | $236M | $26M | 3 | 0 |
| Mar 2019 | $232M | $212M | $20M | 3 | 0 |
| Mar 2018 | $247M | $198M | $49M | 3 | 0 |
| Mar 2017 | $201M | $186M | $15M | 3 | 26 |
| Mar 2016 | $190M | $174M | $16M | 2 | 26 |
| Dec 2015 | $186M | $167M | $19M | 2 | 26 |
| Oct 2015 | $186M | $167M | $19M | 2 | 26 |
| Oct 2015 | $186M | $167M | $19M | 2 | 26 |
| Mar 2015 | $186M | $167M | $19M | 1 | 26 |
| Mar 2014 | $144M | $121M | $23M | 1 | 26 |
| Mar 2014 | $144M | $121M | $23M | 1 | 26 |
| Mar 2013 | $131M | $110M | $21M | 1 | 26 |
| Apr 2012 | $121M | $101.4M | $19.6M | 1 | 26 |
| Mar 2012 | $121M | $101.4M | $19.6M | 1 | 26 |
| Dec 2011 | $120M | $104.7M | $15.3M | 1 | 26 |
| Nov 2011 | $120M | $104.7M | $15.3M | 1 | 26 |
| Nov 2011 | $120M | $104.7M | $15.3M | 1 | 26 |
| Nov 2011 | $120M | $104.7M | $15.3M | 1 | 26 |
| Mar 2011 | $120M | $104.7M | $15.3M | 5 | -- |
| Nov 2010 | $115.8M | $105M | $10.8M | 5 | -- |
| May 2010 | $115.8M | $105M | $10.8M | 5 | -- |
| Oct 2009 | $80M | $65M | $15M | 5 | -- |
| Oct 2009 | $80M | $65M | $15M | 5 | -- |
| Apr 2009 | $80M | $65M | $15M | 5 | -- |
| Mar 2009 | $80M | $65M | $15M | 5 | -- |
| Mar 2008 | $84.4M | $65.3M | $19.1M | 5 | -- |
| Mar 2007 | $79.3M | $68M | $11.3M | 5 | -- |
| Mar 2007 | $79.3M | $68M | $11.3M | 5 | -- |
| Mar 2006 | $45M | $45M | $0 | 5 | -- |
| May 2005 | $30.4M | $30.4M | $0 | 5 | -- |
| May 2005 | $30.4M | $30.4M | $0 | 5 | -- |
DateMar 2021
Total AUM$325.1M
Discretionary$292.4M
Non-Disc.$32.7M
Employees3
Clients0
DateJun 2020
Total AUM$262M
Discretionary$236M
Non-Disc.$26M
Employees3
Clients0
DateMar 2020
Total AUM$262M
Discretionary$236M
Non-Disc.$26M
Employees3
Clients0
DateMar 2019
Total AUM$232M
Discretionary$212M
Non-Disc.$20M
Employees3
Clients0
DateMar 2018
Total AUM$247M
Discretionary$198M
Non-Disc.$49M
Employees3
Clients0
DateMar 2017
Total AUM$201M
Discretionary$186M
Non-Disc.$15M
Employees3
Clients26
DateMar 2016
Total AUM$190M
Discretionary$174M
Non-Disc.$16M
Employees2
Clients26
DateDec 2015
Total AUM$186M
Discretionary$167M
Non-Disc.$19M
Employees2
Clients26
DateOct 2015
Total AUM$186M
Discretionary$167M
Non-Disc.$19M
Employees2
Clients26
DateOct 2015
Total AUM$186M
Discretionary$167M
Non-Disc.$19M
Employees2
Clients26
DateMar 2015
Total AUM$186M
Discretionary$167M
Non-Disc.$19M
Employees1
Clients26
DateMar 2014
Total AUM$144M
Discretionary$121M
Non-Disc.$23M
Employees1
Clients26
DateMar 2014
Total AUM$144M
Discretionary$121M
Non-Disc.$23M
Employees1
Clients26
DateMar 2013
Total AUM$131M
Discretionary$110M
Non-Disc.$21M
Employees1
Clients26
DateApr 2012
Total AUM$121M
Discretionary$101.4M
Non-Disc.$19.6M
Employees1
Clients26
DateMar 2012
Total AUM$121M
Discretionary$101.4M
Non-Disc.$19.6M
Employees1
Clients26
DateDec 2011
Total AUM$120M
Discretionary$104.7M
Non-Disc.$15.3M
Employees1
Clients26
DateNov 2011
Total AUM$120M
Discretionary$104.7M
Non-Disc.$15.3M
Employees1
Clients26
DateNov 2011
Total AUM$120M
Discretionary$104.7M
Non-Disc.$15.3M
Employees1
Clients26
DateNov 2011
Total AUM$120M
Discretionary$104.7M
Non-Disc.$15.3M
Employees1
Clients26
DateMar 2011
Total AUM$120M
Discretionary$104.7M
Non-Disc.$15.3M
Employees5
Clients--
DateNov 2010
Total AUM$115.8M
Discretionary$105M
Non-Disc.$10.8M
Employees5
Clients--
DateMay 2010
Total AUM$115.8M
Discretionary$105M
Non-Disc.$10.8M
Employees5
Clients--
DateOct 2009
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees5
Clients--
DateOct 2009
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees5
Clients--
DateApr 2009
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees5
Clients--
DateMar 2009
Total AUM$80M
Discretionary$65M
Non-Disc.$15M
Employees5
Clients--
DateMar 2008
Total AUM$84.4M
Discretionary$65.3M
Non-Disc.$19.1M
Employees5
Clients--
DateMar 2007
Total AUM$79.3M
Discretionary$68M
Non-Disc.$11.3M
Employees5
Clients--
DateMar 2007
Total AUM$79.3M
Discretionary$68M
Non-Disc.$11.3M
Employees5
Clients--
DateMar 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--