PRIVATE CLIENT LLC
CRD #145678 SEC #801-72717 SCOTTSDALE, AZ 480-951-1340
SEC Registered
Total AUM
$107M
Discretionary
$75M
Employees
1
Clients
0
Accounts
750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $40M | $40M | $0 | 3 | 100 |
| Jul 2012 | $107M | $75M | $32M | 1 | 1 |
| Dec 2011 | $107M | $75M | $32M | 1 | 1 |
| Nov 2011 | $107M | $75M | $32M | 1 | 1 |
| Aug 2011 | $95M | $48M | $47M | 5 | -- |
DateJan 2013
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees3
Clients100
DateJul 2012
Total AUM$107M
Discretionary$75M
Non-Disc.$32M
Employees1
Clients1
DateDec 2011
Total AUM$107M
Discretionary$75M
Non-Disc.$32M
Employees1
Clients1
DateNov 2011
Total AUM$107M
Discretionary$75M
Non-Disc.$32M
Employees1
Clients1
DateAug 2011
Total AUM$95M
Discretionary$48M
Non-Disc.$47M
Employees5
Clients--