GRADIENT INVESTMENTS, LLC
CRD #141726 SEC #801-70812 ARDEN HILLS, MN 888-824-3525
SEC Registered Disclosures
Total AUM
$8.1B
Discretionary
$8.1B
Employees
38
Clients
--
Accounts
76,227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $8.1B | $8.1B | $0 | 39 | 0 |
| Dec 2025 | $8.1B | $8.1B | $0 | 38 | 0 |
| Dec 2025 | $8.1B | $8.1B | $0 | 39 | 0 |
| Oct 2025 | $7.1B | $7.1B | $0 | 39 | 0 |
| Oct 2025 | $7.1B | $7.1B | $0 | 39 | 0 |
| Sep 2025 | $7.1B | $7.1B | $0 | 40 | 0 |
| Aug 2025 | $6.6B | $6.6B | $0 | 40 | 0 |
| Aug 2025 | $6.6B | $6.6B | $0 | 40 | 0 |
| May 2025 | $6.6B | $6.6B | $0 | 40 | 0 |
| May 2025 | $6.6B | $6.6B | $0 | 40 | 0 |
| Apr 2025 | $6.6B | $6.6B | $0 | 39 | 0 |
| Mar 2025 | $6.5B | $6.5B | $0 | 40 | 0 |
| Mar 2025 | $6.5B | $6.5B | $0 | 40 | 0 |
| Feb 2025 | $6.5B | $6.5B | $0 | 39 | 0 |
| Oct 2024 | $5.3B | $5.3B | $0 | 39 | 0 |
| Apr 2024 | $5.3B | $5.3B | $0 | 39 | 0 |
| Jan 2024 | $5.3B | $5.3B | $0 | 39 | 0 |
| Jan 2024 | $4.9B | $4.9B | $0 | 39 | 0 |
| Dec 2023 | $4.9B | $4.9B | $0 | 39 | 0 |
| Dec 2023 | $4.9B | $4.9B | $0 | 39 | 0 |
| Dec 2023 | $4.9B | $4.9B | $0 | 38 | 0 |
| Oct 2023 | $4.9B | $4.9B | $0 | 39 | 0 |
| Sep 2023 | $4.6B | $4.6B | $0 | 39 | 0 |
| May 2023 | $4.6B | $4.6B | $0 | 38 | 0 |
| Apr 2023 | $4.6B | $4.6B | $0 | 38 | 0 |
| Feb 2023 | $4B | $4B | $0 | 38 | 0 |
| Feb 2023 | $4B | $4B | $0 | 38 | 0 |
| Feb 2023 | $4B | $4B | $0 | 38 | 0 |
| Jan 2023 | $4.1B | $4.1B | $0 | 38 | 0 |
| Sep 2022 | $4.1B | $4.1B | $0 | 38 | 0 |
| Sep 2022 | $4.1B | $4.1B | $0 | 38 | 0 |
| Aug 2022 | $4.2B | $4.2B | $0 | 38 | 0 |
| Jun 2022 | $4.2B | $4.2B | $0 | 38 | 0 |
| Jun 2022 | $4.2B | $4.2B | $0 | 38 | 0 |
| May 2022 | $4.2B | $4.2B | $0 | 37 | 0 |
| May 2022 | $4.2B | $4.2B | $0 | 38 | 0 |
| Mar 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Mar 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Mar 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Feb 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Feb 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Feb 2022 | $4.4B | $4.4B | $0 | 37 | 0 |
| Feb 2022 | $4.4B | $4.1B | $306.1M | 35 | 0 |
| Dec 2021 | $4.4B | $4.1B | $306.1M | 35 | 0 |
| Oct 2021 | $3.2B | $3B | $257.7M | 35 | 0 |
| Oct 2021 | $3.2B | $3B | $257.7M | 35 | 0 |
| Jun 2021 | $3.2B | $3B | $257.7M | 35 | 0 |
| Feb 2021 | $3.2B | $3B | $257.7M | 35 | 0 |
| Sep 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Jun 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Jun 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Jun 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Jun 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Apr 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Mar 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Feb 2020 | $2.6B | $2.4B | $182.7M | 29 | 0 |
| Nov 2019 | $2.1B | $2B | $154.8M | 30 | 0 |
| Oct 2019 | $2.1B | $2B | $154.8M | 29 | 0 |
| Oct 2019 | $2.1B | $2B | $154.8M | 28 | 0 |
| Aug 2019 | $2.1B | $2B | $154.8M | 28 | 0 |
| Aug 2019 | $2.1B | $2B | $154.8M | 28 | 0 |
| Aug 2019 | $2.1B | $2B | $154.8M | 28 | 0 |
| Jun 2019 | $2.1B | $2B | $154.8M | 29 | 0 |
| Apr 2019 | $2B | $1.8B | $134.5M | 29 | 0 |
| Feb 2019 | $2B | $1.8B | $134.5M | 29 | 0 |
| Jan 2019 | $2B | $1.8B | $134.5M | 28 | 0 |
| Jan 2019 | $2B | $1.8B | $134.5M | 28 | 0 |
| Oct 2018 | $2.1B | $1.9B | $126.8M | 28 | 0 |
| Sep 2018 | $2.1B | $1.9B | $126.8M | 28 | 0 |
| Sep 2018 | $2.1B | $1.9B | $126.8M | 28 | 0 |
| Aug 2018 | $2.1B | $1.9B | $126.8M | 28 | 0 |
| May 2018 | $2B | $1.9B | $107.5M | 29 | 0 |
| Apr 2018 | $2B | $1.9B | $107.5M | 29 | 0 |
| Mar 2018 | $1.9B | $1.8B | $104.6M | 28 | 0 |
| Mar 2018 | $1.9B | $1.8B | $104.6M | 28 | 0 |
| Nov 2017 | $1.7B | $1.6B | $103.3M | 23 | 0 |
| Oct 2017 | $1.7B | $1.6B | $103.3M | 23 | 0 |
| Aug 2017 | $1.6B | $1.5B | $77.5M | 22 | 8,937 |
| Aug 2017 | $1.6B | $1.5B | $77.5M | 22 | 8,937 |
| Jul 2017 | $1.4B | $1.4B | $72M | 22 | 8,937 |
| Jun 2017 | $1.4B | $1.4B | $72M | 23 | 8,937 |
| May 2017 | $1.4B | $1.4B | $72M | 23 | 8,937 |
| Apr 2017 | $1.3B | $1.2B | $71.2M | 23 | 8,937 |
| Mar 2017 | $1.3B | $1.2B | $71.2M | 23 | 8,937 |
| Mar 2017 | $1.3B | $1.2B | $71.2M | 23 | 8,937 |
| Dec 2016 | $918.2M | $855.4M | $62.8M | 19 | 6,761 |
| Nov 2016 | $918.2M | $855.4M | $62.8M | 18 | 6,761 |
| Nov 2016 | $918.2M | $855.4M | $62.8M | 19 | 6,761 |
| May 2016 | $918.2M | $855.4M | $62.8M | 19 | 6,761 |
| Apr 2016 | $918.2M | $855.4M | $62.8M | 22 | 6,761 |
| Apr 2016 | $870M | $810.8M | $59.2M | 22 | 6,761 |
| Mar 2016 | $870M | $810.8M | $59.2M | 22 | 6,761 |
| Feb 2016 | $696.7M | $655.4M | $41.3M | 19 | 4,676 |
| Nov 2015 | $696.7M | $655.4M | $41.3M | 19 | 4,676 |
| Nov 2015 | $696.7M | $655.4M | $41.3M | 19 | 4,676 |
| Nov 2015 | $696.7M | $655.4M | $41.3M | 18 | 4,676 |
| Oct 2015 | $696.7M | $655.4M | $41.3M | 18 | 4,676 |
| Jun 2015 | $696.7M | $655.4M | $41.3M | 18 | 4,676 |
| Mar 2015 | $696.7M | $655.4M | $41.3M | 19 | 4,676 |
| Jan 2015 | $696.7M | $655.4M | $41.3M | 19 | 4,676 |
| Nov 2014 | $447.3M | $429.8M | $17.5M | 15 | 3,200 |
| Mar 2014 | $447.3M | $429.8M | $17.5M | 15 | 3,200 |
| Nov 2013 | $379.7M | $367.4M | $12.3M | 13 | 2,700 |
| Oct 2013 | $379.7M | $367.4M | $12.3M | 13 | 2,700 |
| Jul 2013 | $329.6M | $321.7M | $7.9M | 13 | 2,700 |
| Jun 2013 | $329.6M | $321.7M | $7.9M | 13 | 2,700 |
| Mar 2013 | $281.7M | $271.7M | $10M | 13 | 2,700 |
| Jan 2013 | $210.9M | $202.7M | $8.2M | 9 | 1,291 |
| Nov 2012 | $210.9M | $202.7M | $8.2M | 9 | 1,291 |
| Sep 2012 | $210.9M | $202.7M | $8.2M | 6 | 1,291 |
| Aug 2012 | $210.9M | $202.7M | $8.2M | 6 | 1,291 |
| Mar 2012 | $210.9M | $202.7M | $8.2M | 6 | 1,291 |
| Mar 2012 | $210.9M | $202.7M | $8.2M | 6 | 1,291 |
| Nov 2011 | $176.8M | $171.9M | $4.9M | 6 | 895 |
| Jul 2011 | $121.8M | $120.3M | $1.6M | 10 | -- |
| Apr 2011 | $121.8M | $120.3M | $1.6M | 10 | -- |
| Mar 2011 | $65M | $65M | $0 | 10 | -- |
| Dec 2010 | $65M | $65M | $0 | 10 | -- |
| Oct 2010 | $65M | $65M | $0 | 10 | -- |
| Jul 2010 | $65M | $65M | $0 | 10 | -- |
| Jul 2010 | $65M | $65M | $0 | 10 | -- |
| Jul 2010 | $65M | $65M | $0 | 10 | -- |
| Jan 2008 | $2.3M | $2.3M | $0 | 5 | -- |
| Jan 2008 | $2.3M | $2.3M | $0 | 5 | -- |
| Dec 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Nov 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Nov 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Nov 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Nov 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Oct 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Oct 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Oct 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Oct 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Sep 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Sep 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Sep 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Sep 2007 | $2.3M | $2.3M | $0 | 5 | -- |
| Aug 2007 | $1.5M | $1.5M | $0 | 5 | -- |
| Aug 2007 | $1.5M | $1.5M | $0 | 5 | -- |
| Jun 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees39
Clients0
DateDec 2025
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees38
Clients0
DateDec 2025
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees39
Clients0
DateOct 2025
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees39
Clients0
DateOct 2025
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees39
Clients0
DateSep 2025
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees40
Clients0
DateAug 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees40
Clients0
DateAug 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees40
Clients0
DateMay 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees40
Clients0
DateMay 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees40
Clients0
DateApr 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees39
Clients0
DateMar 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees40
Clients0
DateFeb 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees39
Clients0
DateOct 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees39
Clients0
DateApr 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees39
Clients0
DateJan 2024
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees39
Clients0
DateJan 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees39
Clients0
DateDec 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees39
Clients0
DateDec 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees39
Clients0
DateDec 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees38
Clients0
DateOct 2023
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees39
Clients0
DateSep 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees39
Clients0
DateMay 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees38
Clients0
DateFeb 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateFeb 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateFeb 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateJan 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateAug 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees38
Clients0
DateJun 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees38
Clients0
DateJun 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees38
Clients0
DateMay 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees37
Clients0
DateMay 2022
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees38
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees37
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$4.1B
Non-Disc.$306.1M
Employees35
Clients0
DateDec 2021
Total AUM$4.4B
Discretionary$4.1B
Non-Disc.$306.1M
Employees35
Clients0
DateOct 2021
Total AUM$3.2B
Discretionary$3B
Non-Disc.$257.7M
Employees35
Clients0
DateOct 2021
Total AUM$3.2B
Discretionary$3B
Non-Disc.$257.7M
Employees35
Clients0
DateJun 2021
Total AUM$3.2B
Discretionary$3B
Non-Disc.$257.7M
Employees35
Clients0
DateFeb 2021
Total AUM$3.2B
Discretionary$3B
Non-Disc.$257.7M
Employees35
Clients0
DateSep 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateApr 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateMar 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateFeb 2020
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$182.7M
Employees29
Clients0
DateNov 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees30
Clients0
DateOct 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees29
Clients0
DateOct 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees28
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees28
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees28
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees28
Clients0
DateJun 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$154.8M
Employees29
Clients0
DateApr 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.5M
Employees29
Clients0
DateFeb 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.5M
Employees29
Clients0
DateJan 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.5M
Employees28
Clients0
DateJan 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.5M
Employees28
Clients0
DateOct 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$126.8M
Employees28
Clients0
DateSep 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$126.8M
Employees28
Clients0
DateSep 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$126.8M
Employees28
Clients0
DateAug 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$126.8M
Employees28
Clients0
DateMay 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$107.5M
Employees29
Clients0
DateApr 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$107.5M
Employees29
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$104.6M
Employees28
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$104.6M
Employees28
Clients0
DateNov 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$103.3M
Employees23
Clients0
DateOct 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$103.3M
Employees23
Clients0
DateAug 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$77.5M
Employees22
Clients8,937
DateAug 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$77.5M
Employees22
Clients8,937
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$72M
Employees22
Clients8,937
DateJun 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$72M
Employees23
Clients8,937
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$72M
Employees23
Clients8,937
DateApr 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$71.2M
Employees23
Clients8,937
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$71.2M
Employees23
Clients8,937
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$71.2M
Employees23
Clients8,937
DateDec 2016
Total AUM$918.2M
Discretionary$855.4M
Non-Disc.$62.8M
Employees19
Clients6,761
DateNov 2016
Total AUM$918.2M
Discretionary$855.4M
Non-Disc.$62.8M
Employees18
Clients6,761
DateNov 2016
Total AUM$918.2M
Discretionary$855.4M
Non-Disc.$62.8M
Employees19
Clients6,761
DateMay 2016
Total AUM$918.2M
Discretionary$855.4M
Non-Disc.$62.8M
Employees19
Clients6,761
DateApr 2016
Total AUM$918.2M
Discretionary$855.4M
Non-Disc.$62.8M
Employees22
Clients6,761
DateApr 2016
Total AUM$870M
Discretionary$810.8M
Non-Disc.$59.2M
Employees22
Clients6,761
DateMar 2016
Total AUM$870M
Discretionary$810.8M
Non-Disc.$59.2M
Employees22
Clients6,761
DateFeb 2016
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees19
Clients4,676
DateNov 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees19
Clients4,676
DateNov 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees19
Clients4,676
DateNov 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees18
Clients4,676
DateOct 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees18
Clients4,676
DateJun 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees18
Clients4,676
DateMar 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees19
Clients4,676
DateJan 2015
Total AUM$696.7M
Discretionary$655.4M
Non-Disc.$41.3M
Employees19
Clients4,676
DateNov 2014
Total AUM$447.3M
Discretionary$429.8M
Non-Disc.$17.5M
Employees15
Clients3,200
DateMar 2014
Total AUM$447.3M
Discretionary$429.8M
Non-Disc.$17.5M
Employees15
Clients3,200
DateNov 2013
Total AUM$379.7M
Discretionary$367.4M
Non-Disc.$12.3M
Employees13
Clients2,700
DateOct 2013
Total AUM$379.7M
Discretionary$367.4M
Non-Disc.$12.3M
Employees13
Clients2,700
DateJul 2013
Total AUM$329.6M
Discretionary$321.7M
Non-Disc.$7.9M
Employees13
Clients2,700
DateJun 2013
Total AUM$329.6M
Discretionary$321.7M
Non-Disc.$7.9M
Employees13
Clients2,700
DateMar 2013
Total AUM$281.7M
Discretionary$271.7M
Non-Disc.$10M
Employees13
Clients2,700
DateJan 2013
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees9
Clients1,291
DateNov 2012
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees9
Clients1,291
DateSep 2012
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees6
Clients1,291
DateAug 2012
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees6
Clients1,291
DateMar 2012
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees6
Clients1,291
DateMar 2012
Total AUM$210.9M
Discretionary$202.7M
Non-Disc.$8.2M
Employees6
Clients1,291
DateNov 2011
Total AUM$176.8M
Discretionary$171.9M
Non-Disc.$4.9M
Employees6
Clients895
DateJul 2011
Total AUM$121.8M
Discretionary$120.3M
Non-Disc.$1.6M
Employees10
Clients--
DateApr 2011
Total AUM$121.8M
Discretionary$120.3M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2011
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--