P.A. HEATH & ASSOCIATES, INC.
Legal name: PATRICIA A. HEATH & ASSOCIATES, INC.
CRD #140389 SEC #801-67849 NORTHFIELD, IL 847-446-9920
SEC Registered
Total AUM
$44.6M
Discretionary
$44.6M
Employees
1
Clients
101
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $44.6M | $44.6M | $0 | 1 | 106 |
| Mar 2012 | $44.6M | $44.6M | $0 | 1 | 106 |
| Feb 2012 | $44.6M | $44.6M | $0 | 1 | 106 |
| Jul 2011 | $45.4M | $45.4M | $0 | 5 | -- |
| Jan 2010 | $43.4M | $39.6M | $3.7M | 5 | -- |
| Feb 2009 | $36.9M | $33.6M | $3.3M | 5 | -- |
| Aug 2007 | $35.7M | $35.7M | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees1
Clients106
DateFeb 2012
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees1
Clients106
DateJul 2011
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$43.4M
Discretionary$39.6M
Non-Disc.$3.7M
Employees5
Clients--
DateFeb 2009
Total AUM$36.9M
Discretionary$33.6M
Non-Disc.$3.3M
Employees5
Clients--
DateAug 2007
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--