PDR ADVISORS, LLC
CRD #143126 SEC #801-67554 CHARLOTTE, NC 704 845 2303
SEC Registered
Total AUM
$887.5M
Discretionary
$887.5M
Employees
4
Clients
0
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $887.5M | $887.5M | $0 | 4 | 0 |
| Jun 2021 | $887.5M | $887.5M | $0 | 4 | 0 |
| Mar 2021 | $887.5M | $887.5M | $0 | 4 | 0 |
| Mar 2021 | $887.5M | $887.5M | $0 | 4 | 0 |
| Sep 2020 | $886.3M | $886.3M | $0 | 5 | 0 |
| May 2020 | $886.3M | $886.3M | $0 | 5 | 0 |
| Feb 2020 | $886.3M | $886.3M | $0 | 5 | 0 |
| Mar 2019 | $832.7M | $832.7M | $0 | 5 | 0 |
| Oct 2018 | $802.9M | $802.9M | $0 | 5 | 0 |
| Mar 2018 | $802.9M | $802.9M | $0 | 5 | 0 |
| Mar 2017 | $731.2M | $731.2M | $0 | 4 | 11 |
| Feb 2016 | $729.5M | $729.5M | $0 | 3 | 11 |
| Feb 2015 | $721.7M | $721.7M | $0 | 4 | 11 |
| Oct 2014 | $444M | $444M | $0 | 3 | 11 |
| Mar 2014 | $444M | $444M | $0 | 3 | 11 |
| Nov 2013 | $411.2M | $411.2M | $0 | 2 | 11 |
| Sep 2013 | $411.2M | $411.2M | $0 | 2 | 11 |
| Aug 2013 | $411.2M | $411.2M | $0 | 2 | 11 |
| Feb 2013 | $411.2M | $411.2M | $0 | 2 | 11 |
| Apr 2012 | $354.7M | $354.7M | $0 | 1 | 1 |
| Feb 2012 | $354.7M | $354.7M | $0 | 1 | 1 |
| Mar 2011 | $326.4M | $326.4M | $0 | 5 | -- |
| Nov 2010 | $212.8M | $212.8M | $0 | 5 | -- |
| Oct 2009 | $452.6M | $452.6M | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateJun 2021
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$887.5M
Discretionary$887.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$886.3M
Discretionary$886.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$886.3M
Discretionary$886.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$886.3M
Discretionary$886.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$832.7M
Discretionary$832.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$802.9M
Discretionary$802.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$802.9M
Discretionary$802.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$731.2M
Discretionary$731.2M
Non-Disc.$0
Employees4
Clients11
DateFeb 2016
Total AUM$729.5M
Discretionary$729.5M
Non-Disc.$0
Employees3
Clients11
DateFeb 2015
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees4
Clients11
DateOct 2014
Total AUM$444M
Discretionary$444M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$444M
Discretionary$444M
Non-Disc.$0
Employees3
Clients11
DateNov 2013
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees2
Clients11
DateSep 2013
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees2
Clients11
DateAug 2013
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees2
Clients11
DateFeb 2013
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees2
Clients11
DateApr 2012
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees1
Clients1
DateFeb 2012
Total AUM$354.7M
Discretionary$354.7M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$326.4M
Discretionary$326.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$452.6M
Discretionary$452.6M
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--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--