INVESTMENT ADVISORS ASSET MANAGEMENT, LLC
CRD #128716 SEC #801-62575 EASTON, PA 610-258-3269
SEC Registered
Total AUM
$481.3M
Discretionary
$481.3M
Employees
26
Clients
251
Accounts
2,237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $481.3M | $481.3M | $0 | 26 | 0 |
| May 2019 | $485.6M | $482.9M | $2.6M | 29 | 0 |
| Mar 2019 | $485.6M | $482.9M | $2.6M | 29 | 0 |
| Feb 2019 | $485.6M | $482.9M | $2.6M | 29 | 0 |
| Sep 2018 | $471.7M | $468.9M | $2.7M | 30 | 5 |
| Feb 2018 | $471.7M | $468.9M | $2.7M | 30 | 5 |
| Jun 2017 | $384.2M | $384.2M | $0 | 32 | 1,600 |
| Mar 2017 | $384.2M | $384.2M | $0 | 32 | 1,600 |
| Jan 2017 | $391.7M | $391.7M | $0 | 33 | 1,500 |
| Nov 2016 | $391.7M | $391.7M | $0 | 33 | 1,500 |
| Jul 2016 | $391.7M | $391.7M | $0 | 33 | 1,500 |
| Jan 2016 | $391.7M | $391.7M | $0 | 33 | 1,500 |
| Mar 2015 | $458.3M | $458.3M | $0 | 37 | 1,600 |
| Dec 2014 | $417.5M | $417.5M | $0 | 35 | 1,600 |
| May 2014 | $417.5M | $417.5M | $0 | 41 | 1,600 |
| Mar 2014 | $417.5M | $417.5M | $0 | 41 | 1,600 |
| Mar 2013 | $363.1M | $363.1M | $0 | 44 | 1,200 |
| Jul 2012 | $338.4M | $338.4M | $0 | 11 | 1,200 |
| Apr 2012 | $338.4M | $338.4M | $0 | 11 | 1,200 |
| Mar 2012 | $338.4M | $338.4M | $0 | 11 | 1,200 |
| Apr 2011 | $325.9M | $325.9M | $0 | -- | -- |
| Mar 2011 | $325.9M | $325.9M | $0 | -- | -- |
| Jan 2011 | $293.3M | $293.3M | $0 | -- | -- |
| Dec 2010 | $293.3M | $293.3M | $0 | -- | -- |
| Sep 2010 | $293.3M | $293.3M | $0 | -- | -- |
| May 2010 | $293.3M | $293.3M | $0 | -- | -- |
| Mar 2009 | $245.5M | $245.5M | $0 | -- | -- |
| Sep 2008 | $294.5M | $294.5M | $0 | -- | -- |
| Jan 2008 | $200.5M | $200.5M | $0 | 5 | -- |
| Nov 2007 | $200.5M | $200.5M | $0 | 5 | -- |
| Mar 2007 | $200.5M | $200.5M | $0 | 5 | -- |
| Mar 2006 | $140M | $140M | $0 | 5 | -- |
| Nov 2005 | $135M | $105M | $30M | 5 | -- |
| Jun 2005 | $135M | $105M | $30M | 5 | -- |
| Jan 2005 | $37M | $31M | $6M | 5 | -- |
| Aug 2004 | $37M | $31M | $6M | 5 | -- |
| Jul 2004 | $37M | $31M | $6M | 5 | -- |
| Jun 2004 | $37M | $31M | $6M | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateMar 2020
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees26
Clients0
DateMay 2019
Total AUM$485.6M
Discretionary$482.9M
Non-Disc.$2.6M
Employees29
Clients0
DateMar 2019
Total AUM$485.6M
Discretionary$482.9M
Non-Disc.$2.6M
Employees29
Clients0
DateFeb 2019
Total AUM$485.6M
Discretionary$482.9M
Non-Disc.$2.6M
Employees29
Clients0
DateSep 2018
Total AUM$471.7M
Discretionary$468.9M
Non-Disc.$2.7M
Employees30
Clients5
DateFeb 2018
Total AUM$471.7M
Discretionary$468.9M
Non-Disc.$2.7M
Employees30
Clients5
DateJun 2017
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees32
Clients1,600
DateMar 2017
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees32
Clients1,600
DateJan 2017
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees33
Clients1,500
DateNov 2016
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees33
Clients1,500
DateJul 2016
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees33
Clients1,500
DateJan 2016
Total AUM$391.7M
Discretionary$391.7M
Non-Disc.$0
Employees33
Clients1,500
DateMar 2015
Total AUM$458.3M
Discretionary$458.3M
Non-Disc.$0
Employees37
Clients1,600
DateDec 2014
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees35
Clients1,600
DateMay 2014
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees41
Clients1,600
DateMar 2014
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees41
Clients1,600
DateMar 2013
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees44
Clients1,200
DateJul 2012
Total AUM$338.4M
Discretionary$338.4M
Non-Disc.$0
Employees11
Clients1,200
DateApr 2012
Total AUM$338.4M
Discretionary$338.4M
Non-Disc.$0
Employees11
Clients1,200
DateMar 2012
Total AUM$338.4M
Discretionary$338.4M
Non-Disc.$0
Employees11
Clients1,200
DateApr 2011
Total AUM$325.9M
Discretionary$325.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$325.9M
Discretionary$325.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$293.3M
Discretionary$293.3M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$293.3M
Discretionary$293.3M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$293.3M
Discretionary$293.3M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$293.3M
Discretionary$293.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$245.5M
Discretionary$245.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$294.5M
Discretionary$294.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees5
Clients--
DateJun 2005
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees5
Clients--
DateJan 2005
Total AUM$37M
Discretionary$31M
Non-Disc.$6M
Employees5
Clients--
DateAug 2004
Total AUM$37M
Discretionary$31M
Non-Disc.$6M
Employees5
Clients--
DateJul 2004
Total AUM$37M
Discretionary$31M
Non-Disc.$6M
Employees5
Clients--
DateJun 2004
Total AUM$37M
Discretionary$31M
Non-Disc.$6M
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--