THRESHOLD GROUP, LLC
CRD #129903 SEC #801-62712 SEATTLE, WA 206-748-3670
SEC Registered
Total AUM
$3.4B
Discretionary
$1.5B
Employees
53
Clients
26
Accounts
1,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $3.4B | $1.5B | $1.9B | 53 | 26 |
| Jun 2016 | $2.8B | $1.2B | $1.7B | 40 | 26 |
| Mar 2016 | $2.8B | $1.2B | $1.7B | 40 | 26 |
| Nov 2015 | $2.9B | $946.8M | $2B | 39 | 26 |
| Mar 2015 | $2.9B | $946.8M | $2B | 39 | 26 |
| Mar 2014 | $2.5B | $915.3M | $1.6B | 39 | 26 |
| Apr 2013 | $2.5B | $538.8M | $2B | 39 | 26 |
| Oct 2012 | $2.6B | $221.4M | $2.4B | 11 | 1,173 |
| May 2012 | $2.6B | $221.4M | $2.4B | 11 | 1,173 |
| Apr 2012 | $2.6B | $221.4M | $2.4B | 11 | 1,173 |
| Mar 2012 | $2.6B | $221.4M | $2.4B | 11 | 1,173 |
| Aug 2011 | $2.5B | $356.6M | $2.1B | -- | -- |
| Apr 2011 | $2.5B | $356.6M | $2.1B | -- | -- |
| Jul 2010 | $1.5B | $287.6M | $1.2B | -- | -- |
| May 2010 | $1.5B | $287.6M | $1.2B | -- | -- |
| Apr 2010 | $1.5B | $287.6M | $1.2B | -- | -- |
| Jan 2010 | $1.2B | $234.5M | $997.5M | -- | -- |
| Apr 2009 | $1.2B | $234.5M | $997.5M | -- | -- |
| Mar 2007 | $1.6B | $0 | $1.6B | -- | -- |
| Jun 2004 | $249M | $0 | $249M | -- | -- |
| Jan 2004 | $0 | $0 | $0 | -- | -- |
| Jan 2004 | $0 | $0 | $0 | -- | -- |
DateMar 2017
Total AUM$3.4B
Discretionary$1.5B
Non-Disc.$1.9B
Employees53
Clients26
DateJun 2016
Total AUM$2.8B
Discretionary$1.2B
Non-Disc.$1.7B
Employees40
Clients26
DateMar 2016
Total AUM$2.8B
Discretionary$1.2B
Non-Disc.$1.7B
Employees40
Clients26
DateNov 2015
Total AUM$2.9B
Discretionary$946.8M
Non-Disc.$2B
Employees39
Clients26
DateMar 2015
Total AUM$2.9B
Discretionary$946.8M
Non-Disc.$2B
Employees39
Clients26
DateMar 2014
Total AUM$2.5B
Discretionary$915.3M
Non-Disc.$1.6B
Employees39
Clients26
DateApr 2013
Total AUM$2.5B
Discretionary$538.8M
Non-Disc.$2B
Employees39
Clients26
DateOct 2012
Total AUM$2.6B
Discretionary$221.4M
Non-Disc.$2.4B
Employees11
Clients1,173
DateMay 2012
Total AUM$2.6B
Discretionary$221.4M
Non-Disc.$2.4B
Employees11
Clients1,173
DateApr 2012
Total AUM$2.6B
Discretionary$221.4M
Non-Disc.$2.4B
Employees11
Clients1,173
DateMar 2012
Total AUM$2.6B
Discretionary$221.4M
Non-Disc.$2.4B
Employees11
Clients1,173
DateAug 2011
Total AUM$2.5B
Discretionary$356.6M
Non-Disc.$2.1B
Employees--
Clients--
DateApr 2011
Total AUM$2.5B
Discretionary$356.6M
Non-Disc.$2.1B
Employees--
Clients--
DateJul 2010
Total AUM$1.5B
Discretionary$287.6M
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2010
Total AUM$1.5B
Discretionary$287.6M
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2010
Total AUM$1.5B
Discretionary$287.6M
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2010
Total AUM$1.2B
Discretionary$234.5M
Non-Disc.$997.5M
Employees--
Clients--
DateApr 2009
Total AUM$1.2B
Discretionary$234.5M
Non-Disc.$997.5M
Employees--
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees--
Clients--
DateJun 2004
Total AUM$249M
Discretionary$0
Non-Disc.$249M
Employees--
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--