SALZINGER SHEAFF BROCK, LLC
CRD #139417 SEC #801-77401 INDIANAPOLIS, IN 317-705-5700
SEC Registered
Total AUM
$317.1M
Discretionary
$317.1M
Employees
14
Clients
10
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $317.1M | $317.1M | $0 | 14 | 0 |
| Oct 2024 | $285.5M | $285.5M | $0 | 13 | 0 |
| Mar 2024 | $285.5M | $285.5M | $0 | 13 | 0 |
| Mar 2024 | $285.5M | $285.5M | $0 | 13 | 0 |
| Nov 2023 | $241.9M | $241.9M | $0 | 11 | 0 |
| Sep 2023 | $241.9M | $241.9M | $0 | 11 | 0 |
| Mar 2023 | $241.9M | $241.9M | $0 | 11 | 0 |
| May 2022 | $304.1M | $304.1M | $0 | 8 | 0 |
| Mar 2022 | $304.1M | $304.1M | $0 | 8 | 0 |
| Mar 2021 | $257.4M | $257.4M | $0 | 8 | 0 |
| Jul 2020 | $196.1M | $196.1M | $0 | 8 | 0 |
| Jun 2020 | $196.1M | $196.1M | $0 | 8 | 0 |
| Mar 2020 | $196.1M | $196.1M | $0 | 8 | 0 |
| May 2019 | $153.4M | $153.4M | $0 | 7 | 0 |
| Mar 2019 | $153.4M | $153.4M | $0 | 7 | 0 |
| Mar 2018 | $163.1M | $163.1M | $0 | 7 | 0 |
| Jun 2017 | $142.4M | $142.4M | $0 | 7 | 100 |
| Mar 2017 | $142.4M | $142.4M | $0 | 7 | 100 |
| Jun 2016 | $131.6M | $131.6M | $0 | 5 | 100 |
| Mar 2016 | $131.6M | $131.6M | $0 | 5 | 100 |
| Mar 2015 | $134M | $134M | $0 | 5 | 115 |
| Feb 2014 | $107M | $107M | $0 | 5 | 100 |
| Mar 2013 | $93M | $93M | $0 | 5 | 100 |
| Nov 2012 | $78M | $78M | $0 | 5 | 26 |
| Jan 2010 | $2M | $2M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$317.1M
Discretionary$317.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$257.4M
Discretionary$257.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees7
Clients100
DateMar 2017
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees7
Clients100
DateJun 2016
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees5
Clients115
DateFeb 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees5
Clients100
DateNov 2012
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees5
Clients26
DateJan 2010
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--