CONLON & DART LLC
Legal name: CONLON DART WEALTH MANAGEMENT
CRD #132879 SEC #801-63575 SEATTLE, WA 206-728-0222
SEC Registered
Total AUM
$485M
Discretionary
$485M
Employees
9
Clients
101
Accounts
316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $485M | $485M | $0 | 9 | 2 |
| Feb 2018 | $464.2M | $464.2M | $0 | 9 | 2 |
| Feb 2018 | $464.2M | $464.2M | $0 | 9 | 2 |
| Nov 2017 | $404.7M | $388.8M | $15.9M | 9 | 0 |
| Mar 2017 | $404.7M | $388.8M | $15.9M | 9 | 200 |
| Mar 2016 | $362.7M | $362.7M | $0 | 9 | 200 |
| Jul 2015 | $343M | $343M | $0 | 9 | 200 |
| Mar 2015 | $343M | $343M | $0 | 9 | 200 |
| Mar 2014 | $337.6M | $325.9M | $11.7M | 8 | 200 |
| Aug 2013 | $302.1M | $295.2M | $6.9M | 8 | 200 |
| Mar 2013 | $302.1M | $295.2M | $6.9M | 8 | 200 |
| Dec 2012 | $219.7M | $210.3M | $9.4M | 8 | 182 |
| Mar 2012 | $219.7M | $210.3M | $9.4M | 6 | 182 |
| May 2011 | $228.1M | $218M | $10.1M | 10 | -- |
| Mar 2011 | $228.1M | $218M | $10.1M | 10 | -- |
| Oct 2009 | $158.6M | $153M | $5.6M | 10 | -- |
| Apr 2007 | $188.3M | $185.4M | $2.9M | 5 | -- |
| Feb 2007 | $188.3M | $185.4M | $2.9M | 5 | -- |
| Mar 2006 | $158.4M | $152.4M | $6M | 5 | -- |
DateMar 2019
Total AUM$485M
Discretionary$485M
Non-Disc.$0
Employees9
Clients2
DateFeb 2018
Total AUM$464.2M
Discretionary$464.2M
Non-Disc.$0
Employees9
Clients2
DateFeb 2018
Total AUM$464.2M
Discretionary$464.2M
Non-Disc.$0
Employees9
Clients2
DateNov 2017
Total AUM$404.7M
Discretionary$388.8M
Non-Disc.$15.9M
Employees9
Clients0
DateMar 2017
Total AUM$404.7M
Discretionary$388.8M
Non-Disc.$15.9M
Employees9
Clients200
DateMar 2016
Total AUM$362.7M
Discretionary$362.7M
Non-Disc.$0
Employees9
Clients200
DateJul 2015
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$337.6M
Discretionary$325.9M
Non-Disc.$11.7M
Employees8
Clients200
DateAug 2013
Total AUM$302.1M
Discretionary$295.2M
Non-Disc.$6.9M
Employees8
Clients200
DateMar 2013
Total AUM$302.1M
Discretionary$295.2M
Non-Disc.$6.9M
Employees8
Clients200
DateDec 2012
Total AUM$219.7M
Discretionary$210.3M
Non-Disc.$9.4M
Employees8
Clients182
DateMar 2012
Total AUM$219.7M
Discretionary$210.3M
Non-Disc.$9.4M
Employees6
Clients182
DateMay 2011
Total AUM$228.1M
Discretionary$218M
Non-Disc.$10.1M
Employees10
Clients--
DateMar 2011
Total AUM$228.1M
Discretionary$218M
Non-Disc.$10.1M
Employees10
Clients--
DateOct 2009
Total AUM$158.6M
Discretionary$153M
Non-Disc.$5.6M
Employees10
Clients--
DateApr 2007
Total AUM$188.3M
Discretionary$185.4M
Non-Disc.$2.9M
Employees5
Clients--
DateFeb 2007
Total AUM$188.3M
Discretionary$185.4M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2006
Total AUM$158.4M
Discretionary$152.4M
Non-Disc.$6M
Employees5
Clients--