STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC.
CRD #123875 SEC #801-64060 PALM DESERT, CA 760-776-1488
SEC Registered
Total AUM
$53.1M
Discretionary
$51M
Employees
5
Clients
--
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2011 | $55.8M | $53.6M | $2.1M | 5 | -- |
| Jul 2011 | $53.1M | $51M | $2.1M | 5 | -- |
| May 2011 | $53.1M | $51M | $2.1M | 5 | -- |
| May 2011 | $53.1M | $51M | $2.1M | 5 | -- |
| Mar 2011 | $53.1M | $51M | $2.1M | 5 | -- |
| Feb 2011 | $53.1M | $51M | $2.1M | 5 | -- |
| Jun 2010 | $45M | $45M | $0 | 5 | -- |
| Jun 2010 | $45M | $45M | $0 | 5 | -- |
| May 2010 | $45M | $45M | $0 | 5 | -- |
| Mar 2009 | $44M | $43.9M | $95K | 5 | -- |
| Mar 2008 | $44M | $43.9M | $95K | 5 | -- |
| Mar 2007 | $39.3M | $38.3M | $941K | 5 | -- |
| Mar 2006 | $36.5M | $36.2M | $350K | 5 | -- |
DateJul 2011
Total AUM$55.8M
Discretionary$53.6M
Non-Disc.$2.1M
Employees5
Clients--
DateJul 2011
Total AUM$53.1M
Discretionary$51M
Non-Disc.$2.1M
Employees5
Clients--
DateMay 2011
Total AUM$53.1M
Discretionary$51M
Non-Disc.$2.1M
Employees5
Clients--
DateMay 2011
Total AUM$53.1M
Discretionary$51M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2011
Total AUM$53.1M
Discretionary$51M
Non-Disc.$2.1M
Employees5
Clients--
DateFeb 2011
Total AUM$53.1M
Discretionary$51M
Non-Disc.$2.1M
Employees5
Clients--
DateJun 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$44M
Discretionary$43.9M
Non-Disc.$95K
Employees5
Clients--
DateMar 2008
Total AUM$44M
Discretionary$43.9M
Non-Disc.$95K
Employees5
Clients--
DateMar 2007
Total AUM$39.3M
Discretionary$38.3M
Non-Disc.$941K
Employees5
Clients--
DateMar 2006
Total AUM$36.5M
Discretionary$36.2M
Non-Disc.$350K
Employees5
Clients--