CALIBRE ADVISORY SERVICES, INC.
CRD #133333 SEC #801-63733 WALTHAM, MA 781-893-8040
SEC Registered
Total AUM
$2.3B
Discretionary
$1.1B
Employees
--
Clients
26
Accounts
1,622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $2.4B | $2.4B | $54.7M | -- | -- |
| Mar 2008 | $3.6B | $3.6B | $75.5M | 51 | -- |
| Mar 2007 | $3.3B | $3.2B | $116.7M | -- | -- |
| Mar 2007 | $3.3B | $3.2B | $88.2M | -- | -- |
| Mar 2006 | $2.7B | $1.4B | $1.3B | 51 | -- |
| Jan 2006 | $2.3B | $1.1B | $1.2B | -- | -- |
| Jun 2005 | $2.3B | $1.1B | $1.2B | -- | -- |
| May 2005 | $2.3B | $1.1B | $1.2B | -- | -- |
| Jan 2005 | $2.2B | $865.8M | $1.3B | -- | -- |
| Jan 2005 | $2.2B | $865.8M | $1.3B | -- | -- |
| Dec 2004 | $2.2B | $865.8M | $1.3B | -- | -- |
DateMar 2010
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$54.7M
Employees--
Clients--
DateMar 2008
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$75.5M
Employees51
Clients--
DateMar 2007
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$116.7M
Employees--
Clients--
DateMar 2007
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$88.2M
Employees--
Clients--
DateMar 2006
Total AUM$2.7B
Discretionary$1.4B
Non-Disc.$1.3B
Employees51
Clients--
DateJan 2006
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.2B
Employees--
Clients--
DateJun 2005
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.2B
Employees--
Clients--
DateMay 2005
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2005
Total AUM$2.2B
Discretionary$865.8M
Non-Disc.$1.3B
Employees--
Clients--
DateJan 2005
Total AUM$2.2B
Discretionary$865.8M
Non-Disc.$1.3B
Employees--
Clients--
DateDec 2004
Total AUM$2.2B
Discretionary$865.8M
Non-Disc.$1.3B
Employees--
Clients--