LOF LOPEZ & ASSOCIATES, LLC
CRD #144370 SEC #801-68036 TUCSON, AZ 520-881-2523
SEC Registered Disclosures
Total AUM
$91.6M
Discretionary
$91.4M
Employees
6
Clients
251
Accounts
296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2013 | $83.6M | $82M | $1.6M | 9 | 252 |
| Jul 2013 | $83.6M | $82M | $1.6M | 9 | 252 |
| Jun 2013 | $83.6M | $82M | $1.6M | 9 | 252 |
| Jun 2013 | $83.6M | $82M | $1.6M | 9 | 252 |
| Mar 2013 | $83.6M | $82M | $1.6M | 9 | 252 |
| Jan 2013 | $91.6M | $91.4M | $150.7K | 10 | 300 |
| Jul 2012 | $91.6M | $91.4M | $150.7K | 6 | 300 |
| Mar 2012 | $91.6M | $91.4M | $150.7K | 6 | 300 |
| Mar 2011 | $70.4M | $70.3M | $147.8K | 10 | -- |
| Feb 2011 | $44.7M | $44.7M | $0 | 10 | -- |
| Dec 2007 | $47.5M | $47.5M | $0 | 10 | -- |
| Nov 2007 | $47.5M | $47.5M | $0 | 10 | -- |
DateAug 2013
Total AUM$83.6M
Discretionary$82M
Non-Disc.$1.6M
Employees9
Clients252
DateJul 2013
Total AUM$83.6M
Discretionary$82M
Non-Disc.$1.6M
Employees9
Clients252
DateJun 2013
Total AUM$83.6M
Discretionary$82M
Non-Disc.$1.6M
Employees9
Clients252
DateJun 2013
Total AUM$83.6M
Discretionary$82M
Non-Disc.$1.6M
Employees9
Clients252
DateMar 2013
Total AUM$83.6M
Discretionary$82M
Non-Disc.$1.6M
Employees9
Clients252
DateJan 2013
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$150.7K
Employees10
Clients300
DateJul 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$150.7K
Employees6
Clients300
DateMar 2012
Total AUM$91.6M
Discretionary$91.4M
Non-Disc.$150.7K
Employees6
Clients300
DateMar 2011
Total AUM$70.4M
Discretionary$70.3M
Non-Disc.$147.8K
Employees10
Clients--
DateFeb 2011
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees10
Clients--