RIA Intelligence

LESA SROUFE & COMPANY, INC.

CRD #130232 SEC #801-63880 SEATTLE, WA 206-838-8383
SEC Registered
Total AUM
$158.6M
Discretionary
$148.8M
Employees
4
Clients
10
Accounts
233

AUM Over Time

DateMar 2025
Total AUM$158.6M
Discretionary$148.8M
Non-Disc.$9.8M
Employees4
Clients1
DateNov 2024
Total AUM$172.8M
Discretionary$162.6M
Non-Disc.$10.2M
Employees4
Clients1
DateOct 2024
Total AUM$172.8M
Discretionary$162.6M
Non-Disc.$10.2M
Employees4
Clients1
DateMar 2024
Total AUM$172.8M
Discretionary$162.6M
Non-Disc.$10.2M
Employees4
Clients1
DateMar 2023
Total AUM$161.5M
Discretionary$153.1M
Non-Disc.$8.4M
Employees4
Clients1
DateMar 2022
Total AUM$176M
Discretionary$158.3M
Non-Disc.$17.7M
Employees4
Clients1
DateMar 2022
Total AUM$152.2M
Discretionary$137.8M
Non-Disc.$14.4M
Employees5
Clients1
DateMar 2021
Total AUM$152.2M
Discretionary$137.8M
Non-Disc.$14.4M
Employees5
Clients1
DateJun 2020
Total AUM$182.8M
Discretionary$162.2M
Non-Disc.$20.5M
Employees4
Clients1
DateApr 2020
Total AUM$182.8M
Discretionary$162.2M
Non-Disc.$20.5M
Employees4
Clients1
DateApr 2019
Total AUM$207.3M
Discretionary$189.4M
Non-Disc.$18M
Employees4
Clients1
DateMar 2019
Total AUM$207.3M
Discretionary$189.4M
Non-Disc.$18M
Employees4
Clients1
DateMay 2018
Total AUM$196.4M
Discretionary$188.8M
Non-Disc.$7.5M
Employees4
Clients1
DateMar 2018
Total AUM$196.4M
Discretionary$188.8M
Non-Disc.$7.5M
Employees5
Clients1
DateFeb 2017
Total AUM$193.8M
Discretionary$171M
Non-Disc.$22.8M
Employees6
Clients500
DateFeb 2016
Total AUM$173.5M
Discretionary$155.1M
Non-Disc.$18.4M
Employees3
Clients500
DateFeb 2016
Total AUM$173.5M
Discretionary$155.1M
Non-Disc.$18.4M
Employees3
Clients500
DateMay 2015
Total AUM$259M
Discretionary$230.3M
Non-Disc.$28.8M
Employees3
Clients500
DateFeb 2015
Total AUM$259M
Discretionary$230.3M
Non-Disc.$28.8M
Employees4
Clients500
DateMar 2014
Total AUM$282M
Discretionary$266.6M
Non-Disc.$15.4M
Employees4
Clients500
DateApr 2013
Total AUM$242.1M
Discretionary$240.7M
Non-Disc.$1.4M
Employees5
Clients500
DateApr 2012
Total AUM$259.4M
Discretionary$258.1M
Non-Disc.$1.3M
Employees1
Clients500
DateMar 2012
Total AUM$259.4M
Discretionary$258.1M
Non-Disc.$1.3M
Employees1
Clients500
DateMar 2011
Total AUM$499.9M
Discretionary$285.2M
Non-Disc.$214.8M
Employees5
Clients--
DateMar 2010
Total AUM$410.3M
Discretionary$231.8M
Non-Disc.$178.5M
Employees5
Clients--
DateApr 2009
Total AUM$285.2M
Discretionary$165.4M
Non-Disc.$119.8M
Employees5
Clients--
DateApr 2009
Total AUM$285.2M
Discretionary$165.4M
Non-Disc.$119.8M
Employees5
Clients--
DateApr 2009
Total AUM$336.6M
Discretionary$209.3M
Non-Disc.$127.4M
Employees5
Clients--
DateSep 2008
Total AUM$457.6M
Discretionary$457.2M
Non-Disc.$401.2K
Employees5
Clients--
DateMar 2007
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$62.8M
Discretionary$61.6M
Non-Disc.$1.3M
Employees5
Clients--
DateNov 2005
Total AUM$42M
Discretionary$41M
Non-Disc.$1M
Employees5
Clients--
DateDec 2004
Total AUM$25M
Discretionary$24M
Non-Disc.$1M
Employees5
Clients--
DateAug 2004
Total AUM$10M
Discretionary$8M
Non-Disc.$2M
Employees5
Clients--
DateJul 2004
Total AUM$10M
Discretionary$8M
Non-Disc.$2M
Employees5
Clients--
DateJul 2004
Total AUM$10M
Discretionary$8M
Non-Disc.$2M
Employees5
Clients--
DateJul 2004
Total AUM$10M
Discretionary$8M
Non-Disc.$2M
Employees5
Clients--
DateMay 2004
Total AUM$10M
Discretionary$8M
Non-Disc.$2M
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--