INTEROCEAN WEALTH MANAGEMENT LLC
CRD #140456 SEC #801-67586 CHICAGO, IL 312-698-6900
SEC Registered Broker-Dealer
Total AUM
$800M
Discretionary
$350M
Employees
--
Clients
25
Accounts
225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $548M | $0 | $548M | -- | -- |
| Feb 2009 | $800M | $0 | $800M | -- | -- |
| Dec 2007 | $800M | $350M | $450M | -- | -- |
| Aug 2007 | $800M | $350M | $450M | -- | -- |
| Apr 2007 | $800M | $350M | $450M | -- | -- |
| Apr 2007 | $800M | $350M | $450M | -- | -- |
| Feb 2007 | $800M | $350M | $450M | -- | -- |
DateMar 2009
Total AUM$548M
Discretionary$0
Non-Disc.$548M
Employees--
Clients--
DateFeb 2009
Total AUM$800M
Discretionary$0
Non-Disc.$800M
Employees--
Clients--
DateDec 2007
Total AUM$800M
Discretionary$350M
Non-Disc.$450M
Employees--
Clients--
DateAug 2007
Total AUM$800M
Discretionary$350M
Non-Disc.$450M
Employees--
Clients--
DateApr 2007
Total AUM$800M
Discretionary$350M
Non-Disc.$450M
Employees--
Clients--
DateApr 2007
Total AUM$800M
Discretionary$350M
Non-Disc.$450M
Employees--
Clients--
DateFeb 2007
Total AUM$800M
Discretionary$350M
Non-Disc.$450M
Employees--
Clients--