GROSSMAN, LAWRENCE I
Legal name: GROSSMAN FINANCIAL MANAGEMENT
CRD #128566 SEC #801-62980 BENICIA, CA (707) 745-8756
SEC Registered
Total AUM
$95.2M
Discretionary
$93.6M
Employees
4
Clients
26
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $69.6M | $68M | $1.6M | 1 | 26 |
| Jan 2014 | $69.6M | $68M | $1.6M | 1 | 26 |
| Dec 2013 | $69.6M | $68M | $1.6M | 2 | 26 |
| Nov 2013 | $69.6M | $68M | $1.6M | 4 | 26 |
| Mar 2013 | $95.2M | $93.6M | $1.6M | 4 | 26 |
| Apr 2012 | $92.5M | $91M | $1.5M | 1 | 26 |
| Apr 2011 | $89.5M | $88M | $1.5M | 5 | -- |
| Apr 2011 | $89.5M | $88M | $1.5M | 5 | -- |
| Feb 2009 | $67M | $67M | $0 | 5 | -- |
| Apr 2007 | $66M | $65M | $1M | 5 | -- |
| Mar 2007 | $66M | $65M | $1M | 5 | -- |
| Jan 2006 | $47M | $46M | $1M | 5 | -- |
| Jan 2006 | $77M | $46M | $31M | 5 | -- |
| Sep 2005 | $38M | $37M | $1M | 5 | -- |
| Jul 2004 | $25.4M | $24.4M | $1M | 5 | -- |
| Mar 2004 | $25.4M | $24.4M | $1M | 5 | -- |
DateFeb 2014
Total AUM$69.6M
Discretionary$68M
Non-Disc.$1.6M
Employees1
Clients26
DateJan 2014
Total AUM$69.6M
Discretionary$68M
Non-Disc.$1.6M
Employees1
Clients26
DateDec 2013
Total AUM$69.6M
Discretionary$68M
Non-Disc.$1.6M
Employees2
Clients26
DateNov 2013
Total AUM$69.6M
Discretionary$68M
Non-Disc.$1.6M
Employees4
Clients26
DateMar 2013
Total AUM$95.2M
Discretionary$93.6M
Non-Disc.$1.6M
Employees4
Clients26
DateApr 2012
Total AUM$92.5M
Discretionary$91M
Non-Disc.$1.5M
Employees1
Clients26
DateApr 2011
Total AUM$89.5M
Discretionary$88M
Non-Disc.$1.5M
Employees5
Clients--
DateApr 2011
Total AUM$89.5M
Discretionary$88M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2009
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$66M
Discretionary$65M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$66M
Discretionary$65M
Non-Disc.$1M
Employees5
Clients--
DateJan 2006
Total AUM$47M
Discretionary$46M
Non-Disc.$1M
Employees5
Clients--
DateJan 2006
Total AUM$77M
Discretionary$46M
Non-Disc.$31M
Employees5
Clients--
DateSep 2005
Total AUM$38M
Discretionary$37M
Non-Disc.$1M
Employees5
Clients--
DateJul 2004
Total AUM$25.4M
Discretionary$24.4M
Non-Disc.$1M
Employees5
Clients--
DateMar 2004
Total AUM$25.4M
Discretionary$24.4M
Non-Disc.$1M
Employees5
Clients--