PRESIDIUM RETIREMENT ADVISERS, INC.
Legal name: PRESIDIUM
CRD #138132 SEC #801-65318 CHARLOTTE, NC 866-371-2399
SEC Registered
Total AUM
$112M
Discretionary
$16.3M
Employees
1
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2017 | $112M | $16.3M | $95.7M | 1 | 11 |
| Mar 2016 | $989.7M | $884.3M | $105.4M | 1 | 11 |
| Apr 2015 | $937.3M | $828.4M | $108.9M | 1 | 11 |
| Mar 2015 | $937.3M | $828.4M | $108.9M | 1 | 11 |
| Mar 2015 | $937.3M | $828.4M | $108.9M | 1 | 11 |
| Feb 2015 | $937.3M | $828.4M | $108.9M | 1 | 11 |
| Mar 2014 | $854.8M | $750M | $104.9M | 3 | 11 |
| Mar 2013 | $636.3M | $27.1M | $609.2M | 2 | 11 |
| Oct 2012 | $538M | $16.6M | $521.4M | 1 | 11 |
| Oct 2012 | $538M | $16.6M | $521.4M | 1 | 11 |
| Sep 2012 | $538M | $16.6M | $521.4M | 1 | 11 |
| Mar 2012 | $538M | $16.6M | $521.4M | 1 | 11 |
| May 2010 | $356.7M | $13.4M | $343.3M | 5 | -- |
| May 2010 | $356.7M | $13.4M | $343.3M | 5 | -- |
| Oct 2009 | $256.9M | $0 | $256.9M | -- | -- |
| Sep 2009 | $256.9M | $0 | $256.9M | -- | -- |
| Apr 2009 | $256.9M | $0 | $256.9M | -- | -- |
| Mar 2008 | $75.5M | $0 | $75.5M | -- | -- |
| Mar 2007 | $76.5M | $0 | $76.5M | -- | -- |
| Feb 2007 | $27.5M | $0 | $27.5M | 5 | -- |
| Feb 2007 | $27.5M | $0 | $27.5M | 5 | -- |
| Jan 2007 | $27.5M | $0 | $27.5M | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2017
Total AUM$112M
Discretionary$16.3M
Non-Disc.$95.7M
Employees1
Clients11
DateMar 2016
Total AUM$989.7M
Discretionary$884.3M
Non-Disc.$105.4M
Employees1
Clients11
DateApr 2015
Total AUM$937.3M
Discretionary$828.4M
Non-Disc.$108.9M
Employees1
Clients11
DateMar 2015
Total AUM$937.3M
Discretionary$828.4M
Non-Disc.$108.9M
Employees1
Clients11
DateMar 2015
Total AUM$937.3M
Discretionary$828.4M
Non-Disc.$108.9M
Employees1
Clients11
DateFeb 2015
Total AUM$937.3M
Discretionary$828.4M
Non-Disc.$108.9M
Employees1
Clients11
DateMar 2014
Total AUM$854.8M
Discretionary$750M
Non-Disc.$104.9M
Employees3
Clients11
DateMar 2013
Total AUM$636.3M
Discretionary$27.1M
Non-Disc.$609.2M
Employees2
Clients11
DateOct 2012
Total AUM$538M
Discretionary$16.6M
Non-Disc.$521.4M
Employees1
Clients11
DateOct 2012
Total AUM$538M
Discretionary$16.6M
Non-Disc.$521.4M
Employees1
Clients11
DateSep 2012
Total AUM$538M
Discretionary$16.6M
Non-Disc.$521.4M
Employees1
Clients11
DateMar 2012
Total AUM$538M
Discretionary$16.6M
Non-Disc.$521.4M
Employees1
Clients11
DateMay 2010
Total AUM$356.7M
Discretionary$13.4M
Non-Disc.$343.3M
Employees5
Clients--
DateMay 2010
Total AUM$356.7M
Discretionary$13.4M
Non-Disc.$343.3M
Employees5
Clients--
DateOct 2009
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees--
Clients--
DateSep 2009
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees--
Clients--
DateApr 2009
Total AUM$256.9M
Discretionary$0
Non-Disc.$256.9M
Employees--
Clients--
DateMar 2008
Total AUM$75.5M
Discretionary$0
Non-Disc.$75.5M
Employees--
Clients--
DateMar 2007
Total AUM$76.5M
Discretionary$0
Non-Disc.$76.5M
Employees--
Clients--
DateFeb 2007
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--
DateFeb 2007
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--
DateJan 2007
Total AUM$27.5M
Discretionary$0
Non-Disc.$27.5M
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--