SAMALIN INVESTMENT COUNSEL, LLC
Legal name: SAMALIN WEALTH
CRD #142214 SEC #801-67465 CHAPPAQUA, NY 914-666-6600
SEC Registered
Total AUM
$420.6M
Discretionary
$378.6M
Employees
13
Clients
11
Accounts
1,220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $420.6M | $378.6M | $42M | 13 | 1 |
| Sep 2025 | $420.6M | $378.6M | $42M | 14 | 1 |
| Mar 2025 | $420.6M | $378.6M | $42M | 14 | 1 |
| Jan 2025 | $364.5M | $327M | $37.6M | 12 | 5 |
| Aug 2024 | $364.5M | $327M | $37.6M | 12 | 5 |
| Apr 2024 | $364.5M | $327M | $37.6M | 12 | 5 |
| Mar 2024 | $364.5M | $327M | $37.6M | 12 | 5 |
| May 2023 | $301.4M | $265.7M | $35.7M | 12 | 4 |
| Mar 2023 | $301.4M | $265.7M | $35.7M | 12 | 4 |
| Nov 2022 | $325.5M | $284.3M | $41.2M | 13 | 6 |
| Mar 2022 | $325.5M | $284.3M | $41.2M | 13 | 6 |
| Jul 2021 | $272.1M | $239.9M | $32.1M | 13 | 7 |
| May 2021 | $272.1M | $239.9M | $32.1M | 13 | 7 |
| Mar 2021 | $272.1M | $239.9M | $32.1M | 13 | 7 |
| Oct 2020 | $209.6M | $176.8M | $32.8M | 8 | 5 |
| Jul 2020 | $209.6M | $176.8M | $32.8M | 8 | 5 |
| Jun 2020 | $209.6M | $176.8M | $32.8M | 8 | 5 |
| Mar 2020 | $209.6M | $176.8M | $32.8M | 8 | 5 |
| Apr 2019 | $164.8M | $137.8M | $27M | 8 | 2 |
| Mar 2019 | $164.8M | $137.8M | $27M | 8 | 2 |
| Jan 2019 | $170.2M | $141.3M | $28.9M | 7 | 1 |
| Mar 2018 | $170.2M | $141.3M | $28.9M | 7 | 1 |
| Nov 2017 | $151.4M | $126.4M | $25M | 7 | 3 |
| Apr 2017 | $151.4M | $126.4M | $25M | 7 | 229 |
| Mar 2017 | $151.4M | $126.4M | $25M | 7 | 229 |
| Aug 2016 | $131.8M | $105.3M | $26.5M | 7 | 240 |
| Aug 2016 | $131.8M | $105.3M | $26.5M | 7 | 240 |
| Mar 2016 | $131.8M | $105.3M | $26.5M | 7 | 240 |
| Oct 2015 | $120.2M | $88.6M | $31.6M | 8 | 260 |
| Aug 2015 | $120.2M | $88.6M | $31.6M | 8 | 260 |
| Jun 2015 | $120.2M | $88.6M | $31.6M | 8 | 260 |
| Mar 2015 | $120.2M | $88.6M | $31.6M | 8 | 260 |
| Oct 2014 | $123.8M | $88.1M | $35.7M | 7 | 198 |
| Mar 2014 | $142M | $84.6M | $57.4M | 7 | 198 |
| Aug 2013 | $131.5M | $76.8M | $54.8M | 4 | 161 |
| Apr 2013 | $131.5M | $76.8M | $54.8M | 4 | 161 |
| Mar 2013 | $131.5M | $76.8M | $54.8M | 4 | 161 |
| Mar 2012 | $113.9M | $52.1M | $61.8M | 1 | 161 |
| Mar 2012 | $113.9M | $52.1M | $61.8M | 1 | 161 |
| May 2011 | $102.2M | $39.5M | $62.7M | 5 | -- |
| Mar 2011 | $87.9M | $32.8M | $55.1M | 5 | -- |
| Oct 2010 | $87.9M | $32.8M | $55.1M | 5 | -- |
| Aug 2010 | $87.9M | $32.8M | $55.1M | 5 | -- |
| Feb 2009 | $52.9M | $15.7M | $37.2M | 5 | -- |
| Jan 2008 | $73.9M | $11.7M | $62.3M | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$420.6M
Discretionary$378.6M
Non-Disc.$42M
Employees13
Clients1
DateSep 2025
Total AUM$420.6M
Discretionary$378.6M
Non-Disc.$42M
Employees14
Clients1
DateMar 2025
Total AUM$420.6M
Discretionary$378.6M
Non-Disc.$42M
Employees14
Clients1
DateJan 2025
Total AUM$364.5M
Discretionary$327M
Non-Disc.$37.6M
Employees12
Clients5
DateAug 2024
Total AUM$364.5M
Discretionary$327M
Non-Disc.$37.6M
Employees12
Clients5
DateApr 2024
Total AUM$364.5M
Discretionary$327M
Non-Disc.$37.6M
Employees12
Clients5
DateMar 2024
Total AUM$364.5M
Discretionary$327M
Non-Disc.$37.6M
Employees12
Clients5
DateMay 2023
Total AUM$301.4M
Discretionary$265.7M
Non-Disc.$35.7M
Employees12
Clients4
DateMar 2023
Total AUM$301.4M
Discretionary$265.7M
Non-Disc.$35.7M
Employees12
Clients4
DateNov 2022
Total AUM$325.5M
Discretionary$284.3M
Non-Disc.$41.2M
Employees13
Clients6
DateMar 2022
Total AUM$325.5M
Discretionary$284.3M
Non-Disc.$41.2M
Employees13
Clients6
DateJul 2021
Total AUM$272.1M
Discretionary$239.9M
Non-Disc.$32.1M
Employees13
Clients7
DateMay 2021
Total AUM$272.1M
Discretionary$239.9M
Non-Disc.$32.1M
Employees13
Clients7
DateMar 2021
Total AUM$272.1M
Discretionary$239.9M
Non-Disc.$32.1M
Employees13
Clients7
DateOct 2020
Total AUM$209.6M
Discretionary$176.8M
Non-Disc.$32.8M
Employees8
Clients5
DateJul 2020
Total AUM$209.6M
Discretionary$176.8M
Non-Disc.$32.8M
Employees8
Clients5
DateJun 2020
Total AUM$209.6M
Discretionary$176.8M
Non-Disc.$32.8M
Employees8
Clients5
DateMar 2020
Total AUM$209.6M
Discretionary$176.8M
Non-Disc.$32.8M
Employees8
Clients5
DateApr 2019
Total AUM$164.8M
Discretionary$137.8M
Non-Disc.$27M
Employees8
Clients2
DateMar 2019
Total AUM$164.8M
Discretionary$137.8M
Non-Disc.$27M
Employees8
Clients2
DateJan 2019
Total AUM$170.2M
Discretionary$141.3M
Non-Disc.$28.9M
Employees7
Clients1
DateMar 2018
Total AUM$170.2M
Discretionary$141.3M
Non-Disc.$28.9M
Employees7
Clients1
DateNov 2017
Total AUM$151.4M
Discretionary$126.4M
Non-Disc.$25M
Employees7
Clients3
DateApr 2017
Total AUM$151.4M
Discretionary$126.4M
Non-Disc.$25M
Employees7
Clients229
DateMar 2017
Total AUM$151.4M
Discretionary$126.4M
Non-Disc.$25M
Employees7
Clients229
DateAug 2016
Total AUM$131.8M
Discretionary$105.3M
Non-Disc.$26.5M
Employees7
Clients240
DateAug 2016
Total AUM$131.8M
Discretionary$105.3M
Non-Disc.$26.5M
Employees7
Clients240
DateMar 2016
Total AUM$131.8M
Discretionary$105.3M
Non-Disc.$26.5M
Employees7
Clients240
DateOct 2015
Total AUM$120.2M
Discretionary$88.6M
Non-Disc.$31.6M
Employees8
Clients260
DateAug 2015
Total AUM$120.2M
Discretionary$88.6M
Non-Disc.$31.6M
Employees8
Clients260
DateJun 2015
Total AUM$120.2M
Discretionary$88.6M
Non-Disc.$31.6M
Employees8
Clients260
DateMar 2015
Total AUM$120.2M
Discretionary$88.6M
Non-Disc.$31.6M
Employees8
Clients260
DateOct 2014
Total AUM$123.8M
Discretionary$88.1M
Non-Disc.$35.7M
Employees7
Clients198
DateMar 2014
Total AUM$142M
Discretionary$84.6M
Non-Disc.$57.4M
Employees7
Clients198
DateAug 2013
Total AUM$131.5M
Discretionary$76.8M
Non-Disc.$54.8M
Employees4
Clients161
DateApr 2013
Total AUM$131.5M
Discretionary$76.8M
Non-Disc.$54.8M
Employees4
Clients161
DateMar 2013
Total AUM$131.5M
Discretionary$76.8M
Non-Disc.$54.8M
Employees4
Clients161
DateMar 2012
Total AUM$113.9M
Discretionary$52.1M
Non-Disc.$61.8M
Employees1
Clients161
DateMar 2012
Total AUM$113.9M
Discretionary$52.1M
Non-Disc.$61.8M
Employees1
Clients161
DateMay 2011
Total AUM$102.2M
Discretionary$39.5M
Non-Disc.$62.7M
Employees5
Clients--
DateMar 2011
Total AUM$87.9M
Discretionary$32.8M
Non-Disc.$55.1M
Employees5
Clients--
DateOct 2010
Total AUM$87.9M
Discretionary$32.8M
Non-Disc.$55.1M
Employees5
Clients--
DateAug 2010
Total AUM$87.9M
Discretionary$32.8M
Non-Disc.$55.1M
Employees5
Clients--
DateFeb 2009
Total AUM$52.9M
Discretionary$15.7M
Non-Disc.$37.2M
Employees5
Clients--
DateJan 2008
Total AUM$73.9M
Discretionary$11.7M
Non-Disc.$62.3M
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--