HUNTINGTON STEELE LLC
CRD #126615 SEC #801-62040 OAKS, PA 610-676-1000
SEC Registered Disclosures
Total AUM
$765.3M
Discretionary
$647.1M
Employees
5
Clients
51
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2019 | $765.3M | $647.1M | $118.2M | 5 | 0 |
| Aug 2019 | $765.3M | $647.1M | $118.2M | 5 | 0 |
| Mar 2019 | $765.3M | $647.1M | $118.2M | 5 | 0 |
| Feb 2019 | $848.1M | $848.1M | $0 | 5 | 79 |
| Dec 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Nov 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Apr 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Apr 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Apr 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Mar 2018 | $848.1M | $848.1M | $0 | 5 | 79 |
| Mar 2017 | $738.1M | $738.1M | $0 | 6 | 26 |
| Mar 2016 | $670.9M | $670.9M | $0 | 6 | 26 |
| Mar 2015 | $666M | $666M | $0 | 6 | 26 |
| Mar 2014 | $620.8M | $620.8M | $0 | 6 | 26 |
| Dec 2013 | $609.4M | $609.4M | $0 | 6 | 26 |
| Dec 2013 | $609.4M | $609.4M | $0 | 6 | 26 |
| Mar 2013 | $523.2M | $523.2M | $0 | 6 | 26 |
| Mar 2012 | $439.2M | $439.2M | $0 | 6 | 26 |
| Feb 2009 | $282.6M | $282.6M | $0 | 10 | -- |
| Feb 2007 | $356.4M | $356.4M | $0 | 10 | -- |
| Mar 2006 | $315.2M | $315.2M | $0 | 10 | -- |
| Mar 2006 | $313.7M | $313.7M | $0 | 10 | -- |
| Nov 2005 | $269.6M | $269.6M | $0 | 10 | -- |
| Sep 2005 | $269.6M | $269.6M | $0 | 10 | -- |
DateSep 2019
Total AUM$765.3M
Discretionary$647.1M
Non-Disc.$118.2M
Employees5
Clients0
DateAug 2019
Total AUM$765.3M
Discretionary$647.1M
Non-Disc.$118.2M
Employees5
Clients0
DateMar 2019
Total AUM$765.3M
Discretionary$647.1M
Non-Disc.$118.2M
Employees5
Clients0
DateFeb 2019
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateDec 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateNov 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateApr 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateApr 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateApr 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateMar 2018
Total AUM$848.1M
Discretionary$848.1M
Non-Disc.$0
Employees5
Clients79
DateMar 2017
Total AUM$738.1M
Discretionary$738.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$666M
Discretionary$666M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$620.8M
Discretionary$620.8M
Non-Disc.$0
Employees6
Clients26
DateDec 2013
Total AUM$609.4M
Discretionary$609.4M
Non-Disc.$0
Employees6
Clients26
DateDec 2013
Total AUM$609.4M
Discretionary$609.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$523.2M
Discretionary$523.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$439.2M
Discretionary$439.2M
Non-Disc.$0
Employees6
Clients26
DateFeb 2009
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$356.4M
Discretionary$356.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$315.2M
Discretionary$315.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$269.6M
Discretionary$269.6M
Non-Disc.$0
Employees10
Clients--