JIM POE AND ASSOCIATES INC.
CRD #140232 SEC #801-71822 FT. WORTH, TX 817-569-7600
SEC Registered Private Funds Disclosures
Total AUM
$33.4M
Discretionary
$33M
Employees
6
Clients
251
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2013 | $42.7M | $42.2M | $453K | 6 | 26 |
| Nov 2012 | $34.7M | $34.3M | $391K | 6 | 26 |
| Oct 2012 | $34.7M | $34.3M | $391K | 6 | 26 |
| Sep 2012 | $34.7M | $34.3M | $391K | 6 | 26 |
| May 2012 | $33.4M | $33M | $442K | 6 | 26 |
| Apr 2012 | $33.4M | $33M | $442K | 6 | 26 |
| Nov 2011 | $35.3M | $34.9M | $417.5K | 10 | -- |
| Nov 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Aug 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Jul 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Jul 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Jul 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Jul 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Jan 2011 | $27.7M | $27.3M | $408.6K | 10 | -- |
| Sep 2010 | $31.4M | $31M | $390K | 10 | -- |
| Sep 2010 | $31.4M | $31M | $390K | 10 | -- |
DateAug 2013
Total AUM$42.7M
Discretionary$42.2M
Non-Disc.$453K
Employees6
Clients26
DateNov 2012
Total AUM$34.7M
Discretionary$34.3M
Non-Disc.$391K
Employees6
Clients26
DateOct 2012
Total AUM$34.7M
Discretionary$34.3M
Non-Disc.$391K
Employees6
Clients26
DateSep 2012
Total AUM$34.7M
Discretionary$34.3M
Non-Disc.$391K
Employees6
Clients26
DateMay 2012
Total AUM$33.4M
Discretionary$33M
Non-Disc.$442K
Employees6
Clients26
DateApr 2012
Total AUM$33.4M
Discretionary$33M
Non-Disc.$442K
Employees6
Clients26
DateNov 2011
Total AUM$35.3M
Discretionary$34.9M
Non-Disc.$417.5K
Employees10
Clients--
DateNov 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateAug 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateJul 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateJul 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateJul 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateJul 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateJan 2011
Total AUM$27.7M
Discretionary$27.3M
Non-Disc.$408.6K
Employees10
Clients--
DateSep 2010
Total AUM$31.4M
Discretionary$31M
Non-Disc.$390K
Employees10
Clients--
DateSep 2010
Total AUM$31.4M
Discretionary$31M
Non-Disc.$390K
Employees10
Clients--