BOLEN ASSET MANAGEMENT, INC.
Legal name: ENVISION WEALTH PLANNING
CRD #128441 SEC #801-96210 BRENTWOOD, TN 615-242-3808
SEC Registered
Total AUM
$84.6M
Discretionary
$83.6M
Employees
6
Clients
51
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2017 | $84.6M | $83.6M | $1M | 6 | 100 |
| Jun 2017 | $84.6M | $83.6M | $1M | 6 | 100 |
| Mar 2017 | $84.6M | $83.6M | $1M | 8 | 100 |
| Feb 2017 | $116.6M | $115.2M | $1.4M | 6 | 300 |
| Dec 2016 | $116.6M | $115.2M | $1.4M | 6 | 300 |
| Sep 2016 | $116.6M | $115.2M | $1.4M | 6 | 300 |
| Aug 2016 | $116.6M | $115.2M | $1.4M | 8 | 300 |
| Mar 2016 | $116.6M | $115.2M | $1.4M | 7 | 300 |
| Sep 2015 | $125.1M | $124.1M | $956.3K | 7 | 300 |
| Apr 2015 | $125.1M | $124.1M | $956.3K | 7 | 300 |
| May 2012 | $61.6M | $60.7M | $976.9K | 1 | 200 |
| Mar 2012 | $61.6M | $60.7M | $976.9K | 1 | 200 |
| Mar 2012 | $61.6M | $60.7M | $976.9K | 1 | 200 |
| Mar 2011 | $68M | $67M | $1.1M | 5 | -- |
| Feb 2010 | $62.6M | $61.3M | $1.2M | 5 | -- |
| Mar 2009 | $38.1M | $36.9M | $1.3M | 5 | -- |
| Jan 2008 | $59.3M | $57.2M | $2.2M | 5 | -- |
| Apr 2007 | $38M | $38M | $0 | 5 | -- |
| Feb 2007 | $38M | $38M | $0 | 5 | -- |
DateJun 2017
Total AUM$84.6M
Discretionary$83.6M
Non-Disc.$1M
Employees6
Clients100
DateJun 2017
Total AUM$84.6M
Discretionary$83.6M
Non-Disc.$1M
Employees6
Clients100
DateMar 2017
Total AUM$84.6M
Discretionary$83.6M
Non-Disc.$1M
Employees8
Clients100
DateFeb 2017
Total AUM$116.6M
Discretionary$115.2M
Non-Disc.$1.4M
Employees6
Clients300
DateDec 2016
Total AUM$116.6M
Discretionary$115.2M
Non-Disc.$1.4M
Employees6
Clients300
DateSep 2016
Total AUM$116.6M
Discretionary$115.2M
Non-Disc.$1.4M
Employees6
Clients300
DateAug 2016
Total AUM$116.6M
Discretionary$115.2M
Non-Disc.$1.4M
Employees8
Clients300
DateMar 2016
Total AUM$116.6M
Discretionary$115.2M
Non-Disc.$1.4M
Employees7
Clients300
DateSep 2015
Total AUM$125.1M
Discretionary$124.1M
Non-Disc.$956.3K
Employees7
Clients300
DateApr 2015
Total AUM$125.1M
Discretionary$124.1M
Non-Disc.$956.3K
Employees7
Clients300
DateMay 2012
Total AUM$61.6M
Discretionary$60.7M
Non-Disc.$976.9K
Employees1
Clients200
DateMar 2012
Total AUM$61.6M
Discretionary$60.7M
Non-Disc.$976.9K
Employees1
Clients200
DateMar 2012
Total AUM$61.6M
Discretionary$60.7M
Non-Disc.$976.9K
Employees1
Clients200
DateMar 2011
Total AUM$68M
Discretionary$67M
Non-Disc.$1.1M
Employees5
Clients--
DateFeb 2010
Total AUM$62.6M
Discretionary$61.3M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2009
Total AUM$38.1M
Discretionary$36.9M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2008
Total AUM$59.3M
Discretionary$57.2M
Non-Disc.$2.2M
Employees5
Clients--
DateApr 2007
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--