ROCKWOOD WEALTH MANAGEMENT, LLC
CRD #137481 SEC #801-69884 NEW HOPE, PA 267-983-6400
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
50
Clients
--
Accounts
4,476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.2B | $2.2B | $26.7M | 50 | 0 |
| Sep 2025 | $2.2B | $2.2B | $26.7M | 51 | 0 |
| Sep 2025 | $2.2B | $2.2B | $26.7M | 49 | 0 |
| Jul 2025 | $2.2B | $2.2B | $26.7M | 50 | 0 |
| May 2025 | $2.2B | $2.2B | $26.7M | 48 | 0 |
| Apr 2025 | $2.2B | $2.2B | $26.7M | 47 | 0 |
| Apr 2025 | $2.2B | $2.2B | $26.7M | 47 | 0 |
| Mar 2025 | $2.2B | $2.2B | $26.7M | 48 | 0 |
| Feb 2025 | $2.2B | $2.2B | $26.7M | 48 | 0 |
| Feb 2025 | $2.2B | $2.2B | $26.7M | 48 | 0 |
| Feb 2025 | $1.8B | $1.7B | $43M | 48 | 0 |
| Nov 2024 | $1.8B | $1.7B | $43M | 48 | 0 |
| Nov 2024 | $1.8B | $1.7B | $43M | 46 | 0 |
| Oct 2024 | $1.8B | $1.7B | $43M | 41 | 0 |
| Oct 2024 | $1.8B | $1.7B | $43M | 41 | 0 |
| Aug 2024 | $1.8B | $1.7B | $43M | 40 | 0 |
| Jun 2024 | $1.8B | $1.7B | $43M | 40 | 0 |
| May 2024 | $1.8B | $1.7B | $43M | 39 | 0 |
| Apr 2024 | $1.8B | $1.7B | $43M | 41 | 0 |
| Apr 2024 | $1.8B | $1.7B | $43M | 41 | 0 |
| Mar 2024 | $1.8B | $1.7B | $43M | 42 | 0 |
| Mar 2024 | $1.8B | $1.7B | $43M | 42 | 0 |
| Jan 2024 | $1.8B | $1.7B | $43M | 41 | 0 |
| Dec 2023 | $1.4B | $1.3B | $41.2M | 41 | 0 |
| Nov 2023 | $1.4B | $1.3B | $41.2M | 40 | 0 |
| Nov 2023 | $1.4B | $1.3B | $41.2M | 39 | 0 |
| Oct 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Sep 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Aug 2023 | $1.4B | $1.3B | $41.2M | 37 | 0 |
| Jul 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Jun 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| May 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Apr 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Mar 2023 | $1.4B | $1.3B | $41.2M | 38 | 0 |
| Mar 2023 | $1.4B | $1.3B | $41.2M | 39 | 0 |
| Feb 2023 | $1.4B | $1.3B | $32.6M | 39 | 1 |
| Jan 2023 | $1.4B | $1.3B | $32.6M | 37 | 1 |
| Jan 2023 | $1.4B | $1.3B | $32.6M | 36 | 1 |
| Oct 2022 | $1.4B | $1.3B | $32.6M | 36 | 1 |
| Aug 2022 | $1.4B | $1.3B | $32.6M | 35 | 1 |
| Jul 2022 | $1.4B | $1.3B | $32.6M | 35 | 1 |
| Jul 2022 | $1.4B | $1.3B | $32.6M | 32 | 1 |
| May 2022 | $1.4B | $1.3B | $32.6M | 32 | 1 |
| Apr 2022 | $1.4B | $1.3B | $32.6M | 34 | 1 |
| Apr 2022 | $1.4B | $1.3B | $32.6M | 33 | 1 |
| Feb 2022 | $1.4B | $1.3B | $32.6M | 30 | 1 |
| Feb 2022 | $1B | $1B | $30.9M | 30 | 0 |
| Feb 2022 | $1B | $1B | $30.9M | 29 | 0 |
| Jan 2022 | $1B | $1B | $30.9M | 28 | 0 |
| Jan 2022 | $1B | $1B | $30.9M | 28 | 0 |
| Jan 2022 | $1B | $1B | $30.9M | 26 | 0 |
| Oct 2021 | $1B | $1B | $30.9M | 27 | 0 |
| Sep 2021 | $1B | $1B | $30.9M | 26 | 0 |
| Jul 2021 | $1B | $1B | $30.9M | 26 | 0 |
| Jun 2021 | $1B | $1B | $30.9M | 24 | 0 |
| Apr 2021 | $1B | $1B | $30.9M | 24 | 0 |
| Mar 2021 | $1B | $1B | $30.9M | 23 | 0 |
| Feb 2021 | $1B | $1B | $30.9M | 23 | 0 |
| Feb 2021 | $807.2M | $784.7M | $22.5M | 23 | 0 |
| Jan 2021 | $807.2M | $784.7M | $22.5M | 23 | 0 |
| Jan 2021 | $807.2M | $784.7M | $22.5M | 23 | 0 |
| Dec 2020 | $807.2M | $784.7M | $22.5M | 23 | 0 |
| Nov 2020 | $807.2M | $784.7M | $22.5M | 22 | 0 |
| Sep 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| Jul 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| Jun 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| Jun 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| May 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| May 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| May 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| Apr 2020 | $807.2M | $784.7M | $22.5M | 21 | 0 |
| Apr 2020 | $807.2M | $784.7M | $22.5M | 20 | 0 |
| Mar 2020 | $807.2M | $784.7M | $22.5M | 19 | 0 |
| Feb 2020 | $807.2M | $784.7M | $22.5M | 19 | 0 |
| Jan 2020 | $672.2M | $597M | $75.2M | 19 | 0 |
| Nov 2019 | $672.2M | $597M | $75.2M | 19 | 0 |
| Oct 2019 | $672.2M | $597M | $75.2M | 19 | 0 |
| Aug 2019 | $672.2M | $597M | $75.2M | 18 | 0 |
| Aug 2019 | $672.2M | $597M | $75.2M | 18 | 0 |
| Jun 2019 | $672.2M | $597M | $75.2M | 17 | 0 |
| Jun 2019 | $672.2M | $597M | $75.2M | 18 | 0 |
| May 2019 | $672.2M | $597M | $75.2M | 18 | 0 |
| May 2019 | $672.2M | $597M | $75.2M | 17 | 0 |
| Apr 2019 | $672.2M | $597M | $75.2M | 17 | 0 |
| Mar 2019 | $672.2M | $597M | $75.2M | 16 | 0 |
| Mar 2019 | $672.2M | $597M | $75.2M | 16 | 0 |
| Mar 2019 | $672.2M | $597M | $75.2M | 17 | 0 |
| Jan 2019 | $661.4M | $570.9M | $90.4M | 17 | 2 |
| Oct 2018 | $661.4M | $570.9M | $90.4M | 16 | 2 |
| Aug 2018 | $661.4M | $570.9M | $90.4M | 15 | 2 |
| Aug 2018 | $661.4M | $570.9M | $90.4M | 14 | 2 |
| Aug 2018 | $661.4M | $570.9M | $90.4M | 13 | 2 |
| Jul 2018 | $661.4M | $570.9M | $90.4M | 13 | 2 |
| May 2018 | $661.4M | $570.9M | $90.4M | 13 | 2 |
| May 2018 | $661.4M | $570.9M | $90.4M | 13 | 2 |
| Apr 2018 | $661.4M | $570.9M | $90.4M | 14 | 2 |
| Apr 2018 | $661.4M | $570.9M | $90.4M | 15 | 2 |
| Mar 2018 | $661.4M | $570.9M | $90.4M | 15 | 2 |
| Mar 2018 | $661.4M | $570.9M | $90.4M | 15 | 2 |
| Feb 2018 | $635.7M | $582.7M | $52.9M | 11 | 2 |
| Jan 2018 | $635.7M | $582.7M | $52.9M | 10 | 2 |
| Jun 2017 | $481M | $442.4M | $38.6M | 10 | 380 |
| Jun 2017 | $481M | $442.4M | $38.6M | 9 | 380 |
| Jun 2017 | $481M | $442.4M | $38.6M | 10 | 380 |
| Apr 2017 | $481M | $442.4M | $38.6M | 11 | 380 |
| Mar 2017 | $481M | $442.4M | $38.6M | 11 | 380 |
| Jan 2017 | $348.4M | $326.1M | $22.3M | 11 | 300 |
| Jan 2017 | $348.4M | $326.1M | $22.3M | 10 | 300 |
| Dec 2016 | $348.4M | $326.1M | $22.3M | 10 | 300 |
| Jun 2016 | $348.4M | $326.1M | $22.3M | 11 | 300 |
| Mar 2016 | $348.4M | $326.1M | $22.3M | 8 | 300 |
| Mar 2015 | $307M | $290.8M | $16.2M | 7 | 300 |
| Mar 2014 | $234.5M | $228.3M | $6.2M | 7 | 300 |
| Oct 2013 | $177.3M | $174.8M | $2.5M | 3 | 300 |
| May 2013 | $177.3M | $174.8M | $2.5M | 3 | 300 |
| Feb 2013 | $177.3M | $174.8M | $2.5M | 3 | 300 |
| Feb 2012 | $123.5M | $123.5M | $0 | 1 | 200 |
| Mar 2011 | $103.6M | $103.6M | $0 | 5 | -- |
| Mar 2010 | $69.5M | $69.5M | $0 | 5 | -- |
DateDec 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees50
Clients0
DateSep 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees51
Clients0
DateSep 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees49
Clients0
DateJul 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees50
Clients0
DateMay 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees48
Clients0
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees47
Clients0
DateApr 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees47
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees48
Clients0
DateFeb 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees48
Clients0
DateFeb 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$26.7M
Employees48
Clients0
DateFeb 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees48
Clients0
DateNov 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees48
Clients0
DateNov 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees46
Clients0
DateOct 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees41
Clients0
DateOct 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees41
Clients0
DateAug 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees40
Clients0
DateJun 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees40
Clients0
DateMay 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees39
Clients0
DateApr 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees41
Clients0
DateApr 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees41
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees42
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees42
Clients0
DateJan 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$43M
Employees41
Clients0
DateDec 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees41
Clients0
DateNov 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees40
Clients0
DateNov 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees39
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateAug 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees37
Clients0
DateJul 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateJun 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateMay 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees38
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.2M
Employees39
Clients0
DateFeb 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees39
Clients1
DateJan 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees37
Clients1
DateJan 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees36
Clients1
DateOct 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees36
Clients1
DateAug 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees35
Clients1
DateJul 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees35
Clients1
DateJul 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees32
Clients1
DateMay 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees32
Clients1
DateApr 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees34
Clients1
DateApr 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees33
Clients1
DateFeb 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$32.6M
Employees30
Clients1
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees30
Clients0
DateFeb 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees29
Clients0
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees28
Clients0
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees28
Clients0
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees26
Clients0
DateOct 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees27
Clients0
DateSep 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees26
Clients0
DateJul 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees26
Clients0
DateJun 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees24
Clients0
DateApr 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees24
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees23
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$30.9M
Employees23
Clients0
DateFeb 2021
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees23
Clients0
DateJan 2021
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees23
Clients0
DateJan 2021
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees23
Clients0
DateDec 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees23
Clients0
DateNov 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees22
Clients0
DateSep 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateJul 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateJun 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateJun 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateMay 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateMay 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateMay 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateApr 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees21
Clients0
DateApr 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees20
Clients0
DateMar 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees19
Clients0
DateFeb 2020
Total AUM$807.2M
Discretionary$784.7M
Non-Disc.$22.5M
Employees19
Clients0
DateJan 2020
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees19
Clients0
DateNov 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees19
Clients0
DateOct 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees19
Clients0
DateAug 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees18
Clients0
DateAug 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees18
Clients0
DateJun 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees17
Clients0
DateJun 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees18
Clients0
DateMay 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees18
Clients0
DateMay 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees17
Clients0
DateApr 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees17
Clients0
DateMar 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees16
Clients0
DateMar 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees16
Clients0
DateMar 2019
Total AUM$672.2M
Discretionary$597M
Non-Disc.$75.2M
Employees17
Clients0
DateJan 2019
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees17
Clients2
DateOct 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees16
Clients2
DateAug 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees15
Clients2
DateAug 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees14
Clients2
DateAug 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees13
Clients2
DateJul 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees13
Clients2
DateMay 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees13
Clients2
DateMay 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees13
Clients2
DateApr 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees14
Clients2
DateApr 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees15
Clients2
DateMar 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees15
Clients2
DateMar 2018
Total AUM$661.4M
Discretionary$570.9M
Non-Disc.$90.4M
Employees15
Clients2
DateFeb 2018
Total AUM$635.7M
Discretionary$582.7M
Non-Disc.$52.9M
Employees11
Clients2
DateJan 2018
Total AUM$635.7M
Discretionary$582.7M
Non-Disc.$52.9M
Employees10
Clients2
DateJun 2017
Total AUM$481M
Discretionary$442.4M
Non-Disc.$38.6M
Employees10
Clients380
DateJun 2017
Total AUM$481M
Discretionary$442.4M
Non-Disc.$38.6M
Employees9
Clients380
DateJun 2017
Total AUM$481M
Discretionary$442.4M
Non-Disc.$38.6M
Employees10
Clients380
DateApr 2017
Total AUM$481M
Discretionary$442.4M
Non-Disc.$38.6M
Employees11
Clients380
DateMar 2017
Total AUM$481M
Discretionary$442.4M
Non-Disc.$38.6M
Employees11
Clients380
DateJan 2017
Total AUM$348.4M
Discretionary$326.1M
Non-Disc.$22.3M
Employees11
Clients300
DateJan 2017
Total AUM$348.4M
Discretionary$326.1M
Non-Disc.$22.3M
Employees10
Clients300
DateDec 2016
Total AUM$348.4M
Discretionary$326.1M
Non-Disc.$22.3M
Employees10
Clients300
DateJun 2016
Total AUM$348.4M
Discretionary$326.1M
Non-Disc.$22.3M
Employees11
Clients300
DateMar 2016
Total AUM$348.4M
Discretionary$326.1M
Non-Disc.$22.3M
Employees8
Clients300
DateMar 2015
Total AUM$307M
Discretionary$290.8M
Non-Disc.$16.2M
Employees7
Clients300
DateMar 2014
Total AUM$234.5M
Discretionary$228.3M
Non-Disc.$6.2M
Employees7
Clients300
DateOct 2013
Total AUM$177.3M
Discretionary$174.8M
Non-Disc.$2.5M
Employees3
Clients300
DateMay 2013
Total AUM$177.3M
Discretionary$174.8M
Non-Disc.$2.5M
Employees3
Clients300
DateFeb 2013
Total AUM$177.3M
Discretionary$174.8M
Non-Disc.$2.5M
Employees3
Clients300
DateFeb 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--