RIA Intelligence

DEKONING AND COMPANY, LLC

Legal name: TRANSWESTERN CAPITAL ADVISORS, LLC

CRD #141605 SEC #801-67113 NEWPORT, RI 800-997-0718
SEC Registered
Total AUM
$74.1M
Discretionary
$74.1M
Employees
1
Clients
0
Accounts
1

AUM Over Time

DateMay 2025
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$116M
Discretionary$83.5M
Non-Disc.$32.5M
Employees1
Clients0
DateFeb 2023
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$354.9M
Discretionary$325.4M
Non-Disc.$29.4M
Employees1
Clients0
DateJun 2021
Total AUM$483.9M
Discretionary$426.6M
Non-Disc.$57.3M
Employees1
Clients0
DateFeb 2021
Total AUM$483.9M
Discretionary$426.6M
Non-Disc.$57.3M
Employees1
Clients0
DateMar 2020
Total AUM$188M
Discretionary$161.4M
Non-Disc.$26.7M
Employees1
Clients0
DateJul 2019
Total AUM$197.7M
Discretionary$179.6M
Non-Disc.$18.2M
Employees1
Clients0
DateJan 2019
Total AUM$197.7M
Discretionary$179.6M
Non-Disc.$18.2M
Employees1
Clients0
DateFeb 2018
Total AUM$288.9M
Discretionary$270.2M
Non-Disc.$18.7M
Employees2
Clients0
DateJan 2017
Total AUM$346.2M
Discretionary$326.6M
Non-Disc.$19.6M
Employees5
Clients1
DateJun 2016
Total AUM$376.3M
Discretionary$360.9M
Non-Disc.$15.4M
Employees2
Clients1
DateJan 2016
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$15.4K
Employees3
Clients1
DateMar 2015
Total AUM$396.8M
Discretionary$374.6M
Non-Disc.$22.1M
Employees4
Clients1
DateJul 2014
Total AUM$395.8M
Discretionary$370.8M
Non-Disc.$25M
Employees4
Clients1
DateMar 2014
Total AUM$395.8M
Discretionary$370.8M
Non-Disc.$25M
Employees4
Clients1
DateJul 2013
Total AUM$465M
Discretionary$440M
Non-Disc.$25M
Employees5
Clients1
DateJun 2013
Total AUM$465M
Discretionary$440M
Non-Disc.$25M
Employees5
Clients1
DateMay 2013
Total AUM$465M
Discretionary$440M
Non-Disc.$25M
Employees5
Clients1
DateApr 2013
Total AUM$446M
Discretionary$0
Non-Disc.$446M
Employees4
Clients1
DateMar 2012
Total AUM$194M
Discretionary$0
Non-Disc.$194M
Employees1
Clients1
DateApr 2011
Total AUM$122M
Discretionary$32M
Non-Disc.$90M
Employees5
Clients--
DateFeb 2007
Total AUM$39.7M
Discretionary$0
Non-Disc.$39.7M
Employees5
Clients--