WADE INVESTMENTS, LLC
Legal name: WADE FOLIOS
CRD #131559 SEC #801-63227 MINNEAPOLIS, MN 763-746-2883
SEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
Employees
5
Clients
0
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2006 | $8.1M | $8.1M | $0 | 5 | -- |
| Feb 2005 | $1.6M | $1.6M | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2006
Total AUM$8.1M
Discretionary$8.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--