DUNDEEWEALTH US, LP
CRD #141202 SEC #801-67074 BERWYN, PA 610-854-0900
SEC Registered
Total AUM
$474.7M
Discretionary
$474.7M
Employees
17
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $175.4M | $175.4M | $0 | 8 | 1 |
| Jan 2014 | $474.7M | $474.7M | $0 | 10 | 1 |
| Nov 2013 | $474.7M | $474.7M | $0 | 10 | 1 |
| Feb 2013 | $474.7M | $474.7M | $0 | 17 | 1 |
| Feb 2013 | $474.7M | $474.7M | $0 | 17 | 1 |
| Jan 2012 | $283.1M | $283.1M | $0 | 11 | 1 |
| Jan 2012 | $283.1M | $283.1M | $0 | 11 | 1 |
| Apr 2011 | $287.4M | $287.4M | $0 | -- | -- |
| Sep 2010 | $114.5M | $114.5M | $0 | -- | -- |
| Apr 2010 | $79.6M | $79.6M | $0 | -- | -- |
| Oct 2009 | $46.3M | $46.3M | $0 | 10 | -- |
| Jul 2009 | $32.4M | $32.4M | $0 | 10 | -- |
| Mar 2008 | $25.4M | $25.4M | $0 | 10 | -- |
| Mar 2007 | $615.4K | $615.4K | $0 | 10 | -- |
DateFeb 2014
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees8
Clients1
DateJan 2014
Total AUM$474.7M
Discretionary$474.7M
Non-Disc.$0
Employees10
Clients1
DateNov 2013
Total AUM$474.7M
Discretionary$474.7M
Non-Disc.$0
Employees10
Clients1
DateFeb 2013
Total AUM$474.7M
Discretionary$474.7M
Non-Disc.$0
Employees17
Clients1
DateFeb 2013
Total AUM$474.7M
Discretionary$474.7M
Non-Disc.$0
Employees17
Clients1
DateJan 2012
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees11
Clients1
DateJan 2012
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$287.4M
Discretionary$287.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$79.6M
Discretionary$79.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$615.4K
Discretionary$615.4K
Non-Disc.$0
Employees10
Clients--