DIRECT ADVISORS, LLC
CRD #141515 SEC #801-67248 LATHAM, NY 518-362-2119
SEC Registered
Total AUM
$617.7M
Discretionary
$617.7M
Employees
6
Clients
0
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $617.7M | $617.7M | $0 | 6 | 60 |
| Feb 2022 | $617.7M | $617.7M | $0 | 6 | 60 |
| Jun 2021 | $543.3M | $543.3M | $0 | 6 | 60 |
| Jan 2021 | $543.3M | $543.3M | $0 | 6 | 60 |
| May 2020 | $491.6M | $491.6M | $0 | 6 | 68 |
| Mar 2019 | $405.9M | $405.9M | $0 | 8 | 72 |
| Jun 2018 | $421.6M | $421.6M | $0 | 6 | 71 |
| Jan 2018 | $421.6M | $421.6M | $0 | 6 | 71 |
| Mar 2017 | $275.7M | $272.4M | $3.3M | 2 | 26 |
| Mar 2016 | $193.8M | $190.1M | $3.7M | 2 | 26 |
| Mar 2015 | $198M | $176.5M | $21.5M | 2 | 26 |
| Jul 2014 | $249.5M | $228.8M | $20.7M | 2 | 26 |
| Mar 2014 | $249.5M | $228.8M | $20.7M | 2 | 26 |
| Mar 2013 | $212.7M | $182M | $30.7M | 2 | 26 |
| Mar 2012 | $199.1M | $97.7M | $101.4M | 1 | 26 |
| Aug 2011 | $190.9M | $0 | $190.9M | 5 | -- |
| Aug 2010 | $166.2M | $0 | $166.2M | 5 | -- |
| Mar 2009 | $76.4M | $0 | $76.4M | 5 | -- |
DateMay 2022
Total AUM$617.7M
Discretionary$617.7M
Non-Disc.$0
Employees6
Clients60
DateFeb 2022
Total AUM$617.7M
Discretionary$617.7M
Non-Disc.$0
Employees6
Clients60
DateJun 2021
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees6
Clients60
DateJan 2021
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees6
Clients60
DateMay 2020
Total AUM$491.6M
Discretionary$491.6M
Non-Disc.$0
Employees6
Clients68
DateMar 2019
Total AUM$405.9M
Discretionary$405.9M
Non-Disc.$0
Employees8
Clients72
DateJun 2018
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees6
Clients71
DateJan 2018
Total AUM$421.6M
Discretionary$421.6M
Non-Disc.$0
Employees6
Clients71
DateMar 2017
Total AUM$275.7M
Discretionary$272.4M
Non-Disc.$3.3M
Employees2
Clients26
DateMar 2016
Total AUM$193.8M
Discretionary$190.1M
Non-Disc.$3.7M
Employees2
Clients26
DateMar 2015
Total AUM$198M
Discretionary$176.5M
Non-Disc.$21.5M
Employees2
Clients26
DateJul 2014
Total AUM$249.5M
Discretionary$228.8M
Non-Disc.$20.7M
Employees2
Clients26
DateMar 2014
Total AUM$249.5M
Discretionary$228.8M
Non-Disc.$20.7M
Employees2
Clients26
DateMar 2013
Total AUM$212.7M
Discretionary$182M
Non-Disc.$30.7M
Employees2
Clients26
DateMar 2012
Total AUM$199.1M
Discretionary$97.7M
Non-Disc.$101.4M
Employees1
Clients26
DateAug 2011
Total AUM$190.9M
Discretionary$0
Non-Disc.$190.9M
Employees5
Clients--
DateAug 2010
Total AUM$166.2M
Discretionary$0
Non-Disc.$166.2M
Employees5
Clients--
DateMar 2009
Total AUM$76.4M
Discretionary$0
Non-Disc.$76.4M
Employees5
Clients--