NAPLES ASSET MANAGEMENT CO., LLC
Legal name: NAMCOA
CRD #133978 SEC #801-66945 MOORESVILLE, NC (239) 593-5525
SEC Registered
Total AUM
$312.3M
Discretionary
$299.3M
Employees
16
Clients
11
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Oct 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Oct 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Aug 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Jul 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Jul 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Jul 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Jul 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Jul 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| May 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Mar 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Mar 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Feb 2025 | $312.3M | $299.3M | $13M | 16 | 8 |
| Dec 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Nov 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Nov 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Oct 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Oct 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Oct 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Oct 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Oct 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Sep 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Sep 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Aug 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Feb 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Feb 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Feb 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Jan 2024 | $277.7M | $257.9M | $19.7M | 17 | 8 |
| Sep 2023 | $236M | $213.4M | $22.6M | 17 | 8 |
| Jun 2023 | $236M | $213.4M | $22.6M | 14 | 8 |
| Mar 2023 | $236M | $213.4M | $22.6M | 14 | 8 |
| Feb 2023 | $234.5M | $221.4M | $13.1M | 14 | 233 |
| Dec 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Nov 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Aug 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Aug 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Jun 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Jun 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Jun 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Apr 2022 | $234.5M | $221.4M | $13.1M | 13 | 233 |
| Jan 2022 | $234.5M | $221.4M | $13.1M | 14 | 233 |
| Nov 2021 | $267M | $263M | $4M | 13 | 0 |
| Oct 2021 | $267M | $263M | $4M | 12 | 0 |
| Oct 2021 | $267M | $263M | $4M | 12 | 0 |
| Oct 2021 | $267M | $263M | $4M | 12 | 0 |
| Oct 2021 | $267M | $263M | $4M | 12 | 0 |
| Sep 2021 | $267M | $263M | $4M | 12 | 0 |
| Sep 2021 | $267M | $263M | $4M | 12 | 0 |
| Sep 2021 | $267M | $263M | $4M | 14 | 0 |
| Aug 2021 | $267M | $263M | $4M | 14 | 0 |
| Jun 2021 | $267M | $263M | $4M | 13 | 0 |
| Jun 2021 | $267M | $263M | $4M | 13 | 0 |
| Apr 2021 | $267M | $263M | $4M | 13 | 0 |
| Mar 2021 | $267M | $263M | $4M | 14 | 0 |
| Feb 2021 | $267M | $263M | $4M | 14 | 0 |
| Feb 2021 | $267M | $263M | $4M | 14 | 0 |
| Jan 2021 | $244.4M | $239.6M | $4.8M | 14 | 0 |
| Jan 2021 | $244.4M | $239.6M | $4.8M | 14 | 0 |
| Jan 2021 | $244.4M | $239.6M | $4.8M | 14 | 0 |
| Nov 2020 | $244.4M | $239.6M | $4.8M | 14 | 0 |
| Nov 2020 | $244.4M | $239.6M | $4.8M | 14 | 0 |
| Aug 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Aug 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Jun 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| May 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| May 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Apr 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Apr 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Apr 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Feb 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Feb 2020 | $244.4M | $239.6M | $4.8M | 15 | 0 |
| Dec 2019 | $224.7M | $219.3M | $5.4M | 15 | 0 |
| Oct 2019 | $224.7M | $219.3M | $5.4M | 15 | 0 |
| Sep 2019 | $224.7M | $219.3M | $5.4M | 15 | 0 |
| Apr 2019 | $224.7M | $219.3M | $5.4M | 15 | 0 |
| Feb 2019 | $224.7M | $219.3M | $5.4M | 15 | 0 |
| Feb 2019 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jan 2019 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Nov 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Oct 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Oct 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Oct 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Sep 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jun 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Apr 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jan 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jan 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jan 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Jan 2018 | $206.5M | $191.9M | $14.7M | 15 | 522 |
| Aug 2017 | $173.3M | $161.2M | $12.1M | 15 | 300 |
| Jul 2017 | $173.3M | $161.2M | $12.1M | 15 | 300 |
| Feb 2017 | $173.3M | $161.2M | $12.1M | 15 | 300 |
| Feb 2017 | $173.3M | $161.2M | $12.1M | 15 | 300 |
| Feb 2017 | $173.3M | $161.2M | $12.1M | 15 | 300 |
| Jan 2017 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Sep 2016 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Jul 2016 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Jul 2016 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 15 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Jun 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| May 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Feb 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Jan 2016 | $104.8M | $43.3M | $61.5M | 8 | 200 |
| Oct 2015 | $104.7M | $43.6M | $61.1M | 8 | 200 |
| Sep 2015 | $104.7M | $43.6M | $61.1M | 8 | 200 |
| May 2015 | $104.7M | $43.6M | $61.1M | 8 | 200 |
| Jan 2015 | $97.4M | $35.3M | $62.1M | 8 | 200 |
| Aug 2014 | $97.3M | $48.6M | $48.7M | 8 | 200 |
| Aug 2014 | $97.3M | $48.6M | $48.7M | 8 | 200 |
| Jun 2014 | $97.3M | $48.6M | $48.7M | 8 | 200 |
| Mar 2014 | $97.3M | $48.6M | $48.7M | 8 | 200 |
| Jan 2014 | $155.1M | $21.6M | $133.5M | 8 | 200 |
| Jan 2014 | $155.1M | $21.6M | $133.5M | 8 | 200 |
| Jan 2014 | $155.1M | $21.6M | $133.5M | 8 | 200 |
| Dec 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Oct 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Oct 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Oct 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Jul 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Jun 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Apr 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Mar 2013 | $155.1M | $21.6M | $133.5M | 6 | 200 |
| Mar 2013 | $155.1M | $21.6M | $133.5M | 6 | 26 |
| Dec 2012 | $155.1M | $21.6M | $133.5M | 6 | 26 |
| Dec 2012 | $61.8M | $35.7M | $26.2M | 9 | 26 |
| Apr 2012 | $61.8M | $35.7M | $26.2M | 1 | 26 |
| Mar 2012 | $50.9M | $26.9M | $24M | 1 | 26 |
| Mar 2012 | $50.9M | $26.9M | $24M | 1 | 26 |
| Mar 2012 | $50.9M | $26.9M | $24M | 1 | 26 |
| Jun 2011 | $50.9M | $26.9M | $24M | 5 | -- |
| May 2011 | $50.9M | $26.9M | $24M | 5 | -- |
| Jan 2011 | $36.5M | $16.5M | $20M | 5 | -- |
| Oct 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| Oct 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| Sep 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| Jun 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| May 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| Jan 2010 | $38.5M | $22M | $16.5M | 5 | -- |
| Jun 2009 | $31.5M | $13.5M | $18M | 5 | -- |
| Sep 2008 | $58.5M | $53.5M | $5M | 5 | -- |
| Jan 2008 | $37.9M | $4.5M | $33.4M | 5 | -- |
| Jan 2008 | $37.9M | $4.5M | $33.4M | 5 | -- |
| Nov 2007 | $29.7M | $13M | $16.7M | 5 | -- |
| Nov 2007 | $29.7M | $13M | $16.7M | 5 | -- |
| Apr 2007 | $29.7M | $13M | $16.7M | 5 | -- |
| Feb 2007 | $29.7M | $13M | $16.7M | 5 | -- |
| Jan 2007 | $33.7M | $17M | $16.7M | 5 | -- |
DateDec 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateOct 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateOct 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateAug 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateJul 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateJul 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateJul 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateJul 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateJul 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateMay 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateMar 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateMar 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateFeb 2025
Total AUM$312.3M
Discretionary$299.3M
Non-Disc.$13M
Employees16
Clients8
DateDec 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateNov 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateNov 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateOct 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateOct 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateOct 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateOct 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateOct 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateSep 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateSep 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateAug 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateFeb 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateFeb 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateFeb 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateJan 2024
Total AUM$277.7M
Discretionary$257.9M
Non-Disc.$19.7M
Employees17
Clients8
DateSep 2023
Total AUM$236M
Discretionary$213.4M
Non-Disc.$22.6M
Employees17
Clients8
DateJun 2023
Total AUM$236M
Discretionary$213.4M
Non-Disc.$22.6M
Employees14
Clients8
DateMar 2023
Total AUM$236M
Discretionary$213.4M
Non-Disc.$22.6M
Employees14
Clients8
DateFeb 2023
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees14
Clients233
DateDec 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateNov 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateAug 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateAug 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateJun 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateJun 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateJun 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateApr 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees13
Clients233
DateJan 2022
Total AUM$234.5M
Discretionary$221.4M
Non-Disc.$13.1M
Employees14
Clients233
DateNov 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees13
Clients0
DateOct 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateOct 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateOct 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateOct 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateSep 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateSep 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees12
Clients0
DateSep 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees14
Clients0
DateAug 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees14
Clients0
DateJun 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees13
Clients0
DateJun 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees13
Clients0
DateApr 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees13
Clients0
DateMar 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees14
Clients0
DateFeb 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees14
Clients0
DateFeb 2021
Total AUM$267M
Discretionary$263M
Non-Disc.$4M
Employees14
Clients0
DateJan 2021
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees14
Clients0
DateJan 2021
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees14
Clients0
DateJan 2021
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees14
Clients0
DateNov 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees14
Clients0
DateNov 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees14
Clients0
DateAug 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateAug 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateJun 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateMay 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateMay 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateApr 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateApr 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateApr 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateFeb 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateFeb 2020
Total AUM$244.4M
Discretionary$239.6M
Non-Disc.$4.8M
Employees15
Clients0
DateDec 2019
Total AUM$224.7M
Discretionary$219.3M
Non-Disc.$5.4M
Employees15
Clients0
DateOct 2019
Total AUM$224.7M
Discretionary$219.3M
Non-Disc.$5.4M
Employees15
Clients0
DateSep 2019
Total AUM$224.7M
Discretionary$219.3M
Non-Disc.$5.4M
Employees15
Clients0
DateApr 2019
Total AUM$224.7M
Discretionary$219.3M
Non-Disc.$5.4M
Employees15
Clients0
DateFeb 2019
Total AUM$224.7M
Discretionary$219.3M
Non-Disc.$5.4M
Employees15
Clients0
DateFeb 2019
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJan 2019
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateNov 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateOct 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateOct 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateOct 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateSep 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJun 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateApr 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJan 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJan 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJan 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateJan 2018
Total AUM$206.5M
Discretionary$191.9M
Non-Disc.$14.7M
Employees15
Clients522
DateAug 2017
Total AUM$173.3M
Discretionary$161.2M
Non-Disc.$12.1M
Employees15
Clients300
DateJul 2017
Total AUM$173.3M
Discretionary$161.2M
Non-Disc.$12.1M
Employees15
Clients300
DateFeb 2017
Total AUM$173.3M
Discretionary$161.2M
Non-Disc.$12.1M
Employees15
Clients300
DateFeb 2017
Total AUM$173.3M
Discretionary$161.2M
Non-Disc.$12.1M
Employees15
Clients300
DateFeb 2017
Total AUM$173.3M
Discretionary$161.2M
Non-Disc.$12.1M
Employees15
Clients300
DateJan 2017
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateSep 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateJul 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateJul 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees15
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateJun 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateMay 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateFeb 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateJan 2016
Total AUM$104.8M
Discretionary$43.3M
Non-Disc.$61.5M
Employees8
Clients200
DateOct 2015
Total AUM$104.7M
Discretionary$43.6M
Non-Disc.$61.1M
Employees8
Clients200
DateSep 2015
Total AUM$104.7M
Discretionary$43.6M
Non-Disc.$61.1M
Employees8
Clients200
DateMay 2015
Total AUM$104.7M
Discretionary$43.6M
Non-Disc.$61.1M
Employees8
Clients200
DateJan 2015
Total AUM$97.4M
Discretionary$35.3M
Non-Disc.$62.1M
Employees8
Clients200
DateAug 2014
Total AUM$97.3M
Discretionary$48.6M
Non-Disc.$48.7M
Employees8
Clients200
DateAug 2014
Total AUM$97.3M
Discretionary$48.6M
Non-Disc.$48.7M
Employees8
Clients200
DateJun 2014
Total AUM$97.3M
Discretionary$48.6M
Non-Disc.$48.7M
Employees8
Clients200
DateMar 2014
Total AUM$97.3M
Discretionary$48.6M
Non-Disc.$48.7M
Employees8
Clients200
DateJan 2014
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees8
Clients200
DateJan 2014
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees8
Clients200
DateJan 2014
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees8
Clients200
DateDec 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateOct 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateOct 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateOct 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateJul 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateJun 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateApr 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateMar 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients200
DateMar 2013
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients26
DateDec 2012
Total AUM$155.1M
Discretionary$21.6M
Non-Disc.$133.5M
Employees6
Clients26
DateDec 2012
Total AUM$61.8M
Discretionary$35.7M
Non-Disc.$26.2M
Employees9
Clients26
DateApr 2012
Total AUM$61.8M
Discretionary$35.7M
Non-Disc.$26.2M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$26.9M
Non-Disc.$24M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$26.9M
Non-Disc.$24M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$26.9M
Non-Disc.$24M
Employees1
Clients26
DateJun 2011
Total AUM$50.9M
Discretionary$26.9M
Non-Disc.$24M
Employees5
Clients--
DateMay 2011
Total AUM$50.9M
Discretionary$26.9M
Non-Disc.$24M
Employees5
Clients--
DateJan 2011
Total AUM$36.5M
Discretionary$16.5M
Non-Disc.$20M
Employees5
Clients--
DateOct 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateOct 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateSep 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateJun 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateMay 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateJan 2010
Total AUM$38.5M
Discretionary$22M
Non-Disc.$16.5M
Employees5
Clients--
DateJun 2009
Total AUM$31.5M
Discretionary$13.5M
Non-Disc.$18M
Employees5
Clients--
DateSep 2008
Total AUM$58.5M
Discretionary$53.5M
Non-Disc.$5M
Employees5
Clients--
DateJan 2008
Total AUM$37.9M
Discretionary$4.5M
Non-Disc.$33.4M
Employees5
Clients--
DateJan 2008
Total AUM$37.9M
Discretionary$4.5M
Non-Disc.$33.4M
Employees5
Clients--
DateNov 2007
Total AUM$29.7M
Discretionary$13M
Non-Disc.$16.7M
Employees5
Clients--
DateNov 2007
Total AUM$29.7M
Discretionary$13M
Non-Disc.$16.7M
Employees5
Clients--
DateApr 2007
Total AUM$29.7M
Discretionary$13M
Non-Disc.$16.7M
Employees5
Clients--
DateFeb 2007
Total AUM$29.7M
Discretionary$13M
Non-Disc.$16.7M
Employees5
Clients--
DateJan 2007
Total AUM$33.7M
Discretionary$17M
Non-Disc.$16.7M
Employees5
Clients--