JURIKA, MILLS & KEIFER, LLC
CRD #126825 SEC #801-112830 LAFAYETTE, CA (415) 677-5430
SEC Registered
Total AUM
$282.1M
Discretionary
$282.1M
Employees
4
Clients
11
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $282.1M | $282.1M | $0 | 4 | 0 |
| Mar 2022 | $299.7M | $299.7M | $0 | 4 | 0 |
| Nov 2021 | $233.4M | $233.4M | $0 | 3 | 0 |
| Mar 2021 | $233.4M | $233.4M | $0 | 3 | 0 |
| Jun 2020 | $178.7M | $178.7M | $0 | 3 | 0 |
| Mar 2020 | $178.7M | $178.7M | $0 | 3 | 0 |
| Nov 2019 | $110.4M | $110.4M | $0 | 3 | 0 |
| Mar 2019 | $110.4M | $110.4M | $0 | 3 | 0 |
| Feb 2019 | $110.4M | $110.4M | $0 | 3 | 0 |
| Jan 2019 | $117.2M | $117.2M | $0 | 3 | 0 |
| Mar 2018 | $117.2M | $117.2M | $0 | 3 | 0 |
| May 2012 | $50.5M | $50.5M | $0 | 1 | 26 |
| May 2012 | $50.5M | $50.5M | $0 | 1 | 26 |
| May 2012 | $50.5M | $50.5M | $0 | 1 | 26 |
| Mar 2012 | $50.5M | $50.5M | $0 | 1 | 26 |
| Apr 2011 | $29.4M | $29.4M | $0 | 5 | -- |
| Jan 2011 | $25.2M | $25.2M | $0 | 5 | -- |
| Oct 2010 | $25.2M | $25.2M | $0 | 5 | -- |
| Mar 2009 | $15.9M | $15.9M | $0 | 5 | -- |
| Mar 2008 | $13.5M | $13.5M | $0 | 5 | -- |
| Mar 2007 | $7M | $7M | $0 | 5 | -- |
| Jan 2007 | $10.2M | $10.2M | $0 | 5 | -- |
DateMar 2023
Total AUM$282.1M
Discretionary$282.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$299.7M
Discretionary$299.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients--