ARC INVESTMENT PLANNING & MANAGEMENT INC
CRD #126355 SEC #801-63012 LENOX, MA 413-637-2900
SEC Registered
Total AUM
$170.6M
Discretionary
$170.6M
Employees
6
Clients
0
Accounts
732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $170.6M | $170.6M | $0 | 6 | 160 |
| Apr 2016 | $170.6M | $170.6M | $0 | 6 | 160 |
| Mar 2016 | $170.6M | $170.6M | $0 | 6 | 160 |
| Mar 2015 | $178M | $178M | $0 | 6 | 160 |
| Feb 2015 | $176.3M | $176.3M | $0 | 6 | 160 |
| Jan 2015 | $176.3M | $176.3M | $0 | 6 | 160 |
| Apr 2014 | $176.3M | $176.3M | $0 | 6 | 160 |
| Jul 2013 | $154.9M | $154.9M | $0 | 6 | 165 |
| Apr 2013 | $154.9M | $154.9M | $0 | 6 | 165 |
| Oct 2012 | $126.2M | $126.2M | $0 | 1 | 138 |
| Mar 2012 | $126.2M | $126.2M | $0 | 1 | 138 |
| Apr 2011 | $121.1M | $121.1M | $0 | 5 | -- |
| May 2010 | $104.7M | $104.7M | $0 | 5 | -- |
| Mar 2010 | $87M | $87M | $0 | 5 | -- |
| Mar 2009 | $87M | $87M | $0 | 5 | -- |
| Mar 2008 | $100.3M | $96.4M | $4M | 5 | -- |
| Mar 2007 | $80.2M | $77.5M | $2.7M | 5 | -- |
| Mar 2007 | $80.2M | $77.5M | $2.7M | 5 | -- |
| Mar 2007 | $80.2M | $77.5M | $2.7M | 5 | -- |
| Dec 2006 | $64.5M | $62.2M | $2.3M | 5 | -- |
| Mar 2006 | $64.5M | $62.2M | $2.3M | 5 | -- |
| Mar 2006 | $64.5M | $62.2M | $2.3M | 5 | -- |
| Jan 2005 | $42M | $40M | $2M | 5 | -- |
| Jun 2004 | $42M | $40M | $2M | 5 | -- |
| Apr 2004 | $42M | $40M | $2M | 5 | -- |
DateJun 2016
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees6
Clients160
DateApr 2016
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees6
Clients160
DateMar 2016
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees6
Clients160
DateMar 2015
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees6
Clients160
DateFeb 2015
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees6
Clients160
DateJan 2015
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees6
Clients160
DateApr 2014
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees6
Clients160
DateJul 2013
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients165
DateApr 2013
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees6
Clients165
DateOct 2012
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients138
DateMar 2012
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients138
DateApr 2011
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$100.3M
Discretionary$96.4M
Non-Disc.$4M
Employees5
Clients--
DateMar 2007
Total AUM$80.2M
Discretionary$77.5M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2007
Total AUM$80.2M
Discretionary$77.5M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2007
Total AUM$80.2M
Discretionary$77.5M
Non-Disc.$2.7M
Employees5
Clients--
DateDec 2006
Total AUM$64.5M
Discretionary$62.2M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2006
Total AUM$64.5M
Discretionary$62.2M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2006
Total AUM$64.5M
Discretionary$62.2M
Non-Disc.$2.3M
Employees5
Clients--
DateJan 2005
Total AUM$42M
Discretionary$40M
Non-Disc.$2M
Employees5
Clients--
DateJun 2004
Total AUM$42M
Discretionary$40M
Non-Disc.$2M
Employees5
Clients--
DateApr 2004
Total AUM$42M
Discretionary$40M
Non-Disc.$2M
Employees5
Clients--