CONCORDE ASSET MANAGEMENT, LLC
CRD #140367 SEC #801-74519 ANN ARBOR, MI 248-824-6710
SEC Registered Disclosures
Total AUM
$489.9M
Discretionary
$482.2M
Employees
79
Clients
51
Accounts
3,207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $489.9M | $482.2M | $7.7M | 79 | 843 |
| Apr 2025 | $489.9M | $482.2M | $7.7M | 79 | 843 |
| Mar 2025 | $489.9M | $482.2M | $7.7M | 79 | 843 |
| Jan 2025 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Jan 2025 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Nov 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Oct 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Jul 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Jul 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| May 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Apr 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Mar 2024 | $395.1M | $373.1M | $22M | 82 | 1,327 |
| Jan 2024 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Dec 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Nov 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Oct 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Oct 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Oct 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Jun 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Jun 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| May 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Mar 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Mar 2023 | $305.7M | $295.4M | $10.2M | 74 | 2,371 |
| Dec 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Nov 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Aug 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Jul 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Jul 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Jun 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Jun 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| May 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Apr 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Apr 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Mar 2022 | $376.5M | $366.3M | $10.2M | 67 | 2,414 |
| Mar 2022 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Feb 2022 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jan 2022 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jan 2022 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jan 2022 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Dec 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Sep 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Aug 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jun 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jun 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jun 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Apr 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Mar 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Mar 2021 | $407.1M | $401.3M | $5.9M | 70 | 3,034 |
| Jan 2021 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Jan 2021 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Dec 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Dec 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Nov 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Oct 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Sep 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Jul 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Jul 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| May 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| May 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Apr 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Mar 2020 | $335.1M | $329.9M | $5.2M | 65 | 2,513 |
| Oct 2019 | $322.6M | $298.4M | $24.3M | 75 | 2,643 |
| Apr 2019 | $322.6M | $298.4M | $24.3M | 75 | 2,643 |
| Mar 2019 | $322.6M | $298.4M | $24.3M | 75 | 2,643 |
| Mar 2019 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Feb 2019 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Dec 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Nov 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Oct 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Oct 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Oct 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Apr 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Mar 2018 | $217.9M | $217.9M | $19.3K | 57 | 1,782 |
| Sep 2017 | $195.2M | $194.5M | $740.1K | 59 | 1,700 |
| Sep 2017 | $195.2M | $194.5M | $740.1K | 59 | 1,700 |
| Aug 2017 | $195.2M | $194.5M | $740.1K | 59 | 1,700 |
| Jun 2017 | $195.2M | $194.5M | $740.1K | 59 | 1,700 |
| Mar 2017 | $195.2M | $194.5M | $740.1K | 59 | 1,700 |
| Mar 2017 | $235.5M | $235.5M | $0 | 63 | 2,000 |
| Aug 2016 | $235.5M | $235.5M | $0 | 63 | 2,000 |
| Aug 2016 | $235.5M | $235.5M | $0 | 63 | 2,000 |
| Jun 2016 | $235.5M | $235.5M | $0 | 63 | 2,000 |
| Mar 2016 | $235.5M | $235.5M | $0 | 63 | 2,000 |
| Mar 2016 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Feb 2016 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Feb 2016 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Jan 2016 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Jan 2016 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Dec 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Aug 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Aug 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| May 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| May 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Apr 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Mar 2015 | $250.5M | $250.5M | $0 | 69 | 2,000 |
| Feb 2015 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Jan 2015 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Oct 2014 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Aug 2014 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| May 2014 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Apr 2014 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Mar 2014 | $176.6M | $176.6M | $0 | 56 | 1,000 |
| Mar 2014 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Feb 2014 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jan 2014 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jan 2014 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jan 2014 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Dec 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Dec 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Nov 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Nov 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Nov 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Nov 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Nov 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Oct 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Oct 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Oct 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Oct 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Oct 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Aug 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Aug 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jul 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jul 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Jun 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| May 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Mar 2013 | $85.7M | $85.7M | $0 | 36 | 1,000 |
| Mar 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Feb 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Feb 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Feb 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Feb 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Jan 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Jan 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Jan 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Jan 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Jan 2013 | $36.1M | $36.1M | $0 | 15 | 400 |
| Nov 2012 | $36.1M | $36.1M | $0 | 15 | 400 |
| Nov 2012 | $36.1M | $36.1M | $0 | 15 | 400 |
| Oct 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Oct 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Sep 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Sep 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Aug 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Aug 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Jul 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Jul 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Jun 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| May 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Apr 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Mar 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
| Mar 2012 | $36.1M | $36.1M | $0 | 11 | 400 |
DateApr 2025
Total AUM$489.9M
Discretionary$482.2M
Non-Disc.$7.7M
Employees79
Clients843
DateApr 2025
Total AUM$489.9M
Discretionary$482.2M
Non-Disc.$7.7M
Employees79
Clients843
DateMar 2025
Total AUM$489.9M
Discretionary$482.2M
Non-Disc.$7.7M
Employees79
Clients843
DateJan 2025
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateJan 2025
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateNov 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateOct 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateJul 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateJul 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateMay 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateApr 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateMar 2024
Total AUM$395.1M
Discretionary$373.1M
Non-Disc.$22M
Employees82
Clients1,327
DateJan 2024
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateDec 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateNov 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateOct 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateOct 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateOct 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateJun 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateJun 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateMay 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateMar 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateMar 2023
Total AUM$305.7M
Discretionary$295.4M
Non-Disc.$10.2M
Employees74
Clients2,371
DateDec 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateNov 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateAug 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateJul 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateJul 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateJun 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateJun 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateMay 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateApr 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateApr 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateMar 2022
Total AUM$376.5M
Discretionary$366.3M
Non-Disc.$10.2M
Employees67
Clients2,414
DateMar 2022
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateFeb 2022
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJan 2022
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJan 2022
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJan 2022
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateDec 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateSep 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateAug 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJun 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJun 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJun 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateApr 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateMar 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateMar 2021
Total AUM$407.1M
Discretionary$401.3M
Non-Disc.$5.9M
Employees70
Clients3,034
DateJan 2021
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateJan 2021
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateDec 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateDec 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateNov 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateOct 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateSep 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateJul 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateJul 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateMay 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateMay 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateApr 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateMar 2020
Total AUM$335.1M
Discretionary$329.9M
Non-Disc.$5.2M
Employees65
Clients2,513
DateOct 2019
Total AUM$322.6M
Discretionary$298.4M
Non-Disc.$24.3M
Employees75
Clients2,643
DateApr 2019
Total AUM$322.6M
Discretionary$298.4M
Non-Disc.$24.3M
Employees75
Clients2,643
DateMar 2019
Total AUM$322.6M
Discretionary$298.4M
Non-Disc.$24.3M
Employees75
Clients2,643
DateMar 2019
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateFeb 2019
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateDec 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateNov 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateOct 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateOct 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateOct 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateApr 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateMar 2018
Total AUM$217.9M
Discretionary$217.9M
Non-Disc.$19.3K
Employees57
Clients1,782
DateSep 2017
Total AUM$195.2M
Discretionary$194.5M
Non-Disc.$740.1K
Employees59
Clients1,700
DateSep 2017
Total AUM$195.2M
Discretionary$194.5M
Non-Disc.$740.1K
Employees59
Clients1,700
DateAug 2017
Total AUM$195.2M
Discretionary$194.5M
Non-Disc.$740.1K
Employees59
Clients1,700
DateJun 2017
Total AUM$195.2M
Discretionary$194.5M
Non-Disc.$740.1K
Employees59
Clients1,700
DateMar 2017
Total AUM$195.2M
Discretionary$194.5M
Non-Disc.$740.1K
Employees59
Clients1,700
DateMar 2017
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees63
Clients2,000
DateAug 2016
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees63
Clients2,000
DateAug 2016
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees63
Clients2,000
DateJun 2016
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees63
Clients2,000
DateMar 2016
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees63
Clients2,000
DateMar 2016
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateFeb 2016
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateFeb 2016
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateJan 2016
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateJan 2016
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateDec 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateAug 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateAug 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateMay 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateMay 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateApr 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateMar 2015
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees69
Clients2,000
DateFeb 2015
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateJan 2015
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateOct 2014
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateAug 2014
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateMay 2014
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateApr 2014
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateMar 2014
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees56
Clients1,000
DateMar 2014
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateFeb 2014
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJan 2014
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJan 2014
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJan 2014
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateDec 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateDec 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateNov 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateNov 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateNov 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateNov 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateNov 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateOct 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateOct 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateOct 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateOct 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateOct 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateAug 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateAug 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJul 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJul 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateJun 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateMay 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateMar 2013
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees36
Clients1,000
DateMar 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateFeb 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateFeb 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateFeb 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateFeb 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateJan 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateJan 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateJan 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateJan 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateJan 2013
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateNov 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateNov 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees15
Clients400
DateOct 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateOct 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateSep 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateSep 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateAug 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateAug 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateJul 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateJul 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateJun 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateMay 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateApr 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees11
Clients400