PORTFOLIO MEDICS, LLC
CRD #145958 SEC #801-113846 BONITA SPRINGS, FL (239) 444-1766
SEC Registered
Total AUM
$552.7M
Discretionary
$542.1M
Employees
75
Clients
1
Accounts
3,702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Nov 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Oct 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Oct 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Oct 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Sep 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Aug 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Aug 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Aug 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Aug 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Aug 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jul 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jul 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jul 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jul 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jun 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jun 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jun 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jun 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| May 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| May 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| May 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| May 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Apr 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Apr 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Apr 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Mar 2025 | $552.7M | $542.1M | $10.6M | 75 | 0 |
| Jan 2025 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jan 2025 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jan 2025 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jan 2025 | $499.6M | $492M | $7.6M | 75 | 0 |
| Dec 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Dec 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Dec 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Nov 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Nov 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Nov 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Nov 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Nov 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Oct 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Oct 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Oct 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Sep 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Sep 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Sep 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Sep 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Aug 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Aug 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Aug 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jul 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jul 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jul 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jun 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Jun 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| May 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| May 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Apr 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Apr 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Apr 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Mar 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Mar 2024 | $499.6M | $492M | $7.6M | 75 | 0 |
| Feb 2024 | $383M | $374M | $9M | 75 | 0 |
| Jan 2024 | $383M | $374M | $9M | 75 | 0 |
| Jan 2024 | $383M | $374M | $9M | 75 | 0 |
| Jan 2024 | $383M | $374M | $9M | 75 | 0 |
| Jan 2024 | $383M | $374M | $9M | 75 | 0 |
| Jan 2024 | $383M | $374M | $9M | 75 | 0 |
| Dec 2023 | $383M | $374M | $9M | 75 | 0 |
| Nov 2023 | $383M | $374M | $9M | 75 | 0 |
| Oct 2023 | $383M | $374M | $9M | 75 | 0 |
| Oct 2023 | $383M | $374M | $9M | 75 | 0 |
| Oct 2023 | $383M | $374M | $9M | 75 | 0 |
| Oct 2023 | $383M | $374M | $9M | 75 | 0 |
| Oct 2023 | $383M | $374M | $9M | 75 | 0 |
| Sep 2023 | $383M | $374M | $9M | 75 | 0 |
| Sep 2023 | $383M | $374M | $9M | 75 | 0 |
| Aug 2023 | $383M | $374M | $9M | 75 | 0 |
| Aug 2023 | $383M | $374M | $9M | 75 | 0 |
| Jul 2023 | $383M | $374M | $9M | 75 | 0 |
| Jul 2023 | $383M | $374M | $9M | 75 | 0 |
| Jul 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| Jun 2023 | $383M | $374M | $9M | 75 | 0 |
| May 2023 | $383M | $374M | $9M | 75 | 0 |
| May 2023 | $383M | $374M | $9M | 75 | 0 |
| May 2023 | $383M | $374M | $9M | 75 | 0 |
| Apr 2023 | $383M | $374M | $9M | 75 | 0 |
| Apr 2023 | $383M | $374M | $9M | 75 | 0 |
| Apr 2023 | $383M | $374M | $9M | 75 | 0 |
| Mar 2023 | $383M | $374M | $9M | 75 | 0 |
| Mar 2023 | $383M | $374M | $9M | 75 | 0 |
| Mar 2023 | $383M | $374M | $9M | 75 | 0 |
| Mar 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Mar 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Mar 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Feb 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Feb 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Feb 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Feb 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jan 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jan 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jan 2023 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Dec 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Dec 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Nov 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Nov 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Nov 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Oct 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Oct 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Sep 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Sep 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Sep 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Sep 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Aug 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Aug 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jul 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jul 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jun 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jun 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jun 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Jun 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| May 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| May 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| May 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Apr 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Apr 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Apr 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Mar 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Mar 2022 | $361.3M | $306.6M | $54.7M | 45 | 0 |
| Mar 2022 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Feb 2022 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jan 2022 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jan 2022 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jan 2022 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Dec 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Nov 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Nov 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Oct 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Sep 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Aug 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Aug 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Aug 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jul 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jul 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jun 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jun 2021 | $230.8M | $198.7M | $32.1M | 45 | 0 |
| Jun 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| May 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| May 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| May 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| May 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| Apr 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| Mar 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| Mar 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| Mar 2021 | $230.8M | $198.7M | $32.1M | 16 | 0 |
| Feb 2021 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Feb 2021 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Feb 2021 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jan 2021 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Dec 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Dec 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Dec 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Nov 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Nov 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Nov 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Oct 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Oct 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Oct 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Sep 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Sep 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Aug 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Aug 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jul 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jun 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jun 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jun 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jun 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| May 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Apr 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Apr 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Apr 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Mar 2020 | $152.2M | $149.7M | $2.6M | 16 | 0 |
| Jan 2020 | $119.8M | $117.2M | $2.6M | 16 | 0 |
| Dec 2019 | $119.8M | $117.2M | $2.6M | 16 | 0 |
| Oct 2019 | $119.8M | $117.2M | $2.6M | 16 | 0 |
| Mar 2019 | $119.8M | $117.2M | $2.6M | 16 | 0 |
| Feb 2019 | $111.6M | $101.2M | $10.4M | 16 | 0 |
| Dec 2018 | $111.6M | $101.2M | $10.4M | 16 | 0 |
| Sep 2018 | $111.6M | $101.2M | $10.4M | 16 | 0 |
| Jul 2018 | $111.6M | $101.2M | $10.4M | 16 | 0 |
DateNov 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateNov 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateOct 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateOct 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateOct 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateSep 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateAug 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateAug 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateAug 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateAug 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateAug 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJul 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJul 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJul 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJul 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJun 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJun 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJun 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJun 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateMay 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateMay 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateMay 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateMay 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateApr 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateApr 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateApr 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateMar 2025
Total AUM$552.7M
Discretionary$542.1M
Non-Disc.$10.6M
Employees75
Clients0
DateJan 2025
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJan 2025
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJan 2025
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJan 2025
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateDec 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateDec 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateDec 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateNov 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateNov 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateNov 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateNov 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateNov 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateOct 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateOct 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateOct 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateSep 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateSep 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateSep 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateSep 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateAug 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateAug 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateAug 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJul 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJul 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJul 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJun 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateJun 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateMay 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateMay 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateApr 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateApr 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateApr 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateMar 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateMar 2024
Total AUM$499.6M
Discretionary$492M
Non-Disc.$7.6M
Employees75
Clients0
DateFeb 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJan 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJan 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJan 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJan 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJan 2024
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateDec 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateNov 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateOct 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateOct 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateOct 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateOct 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateOct 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateSep 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateSep 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateAug 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateAug 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJul 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJul 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJul 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateJun 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMay 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMay 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMay 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateApr 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateApr 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateApr 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMar 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMar 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMar 2023
Total AUM$383M
Discretionary$374M
Non-Disc.$9M
Employees75
Clients0
DateMar 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMar 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMar 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateFeb 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateFeb 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateFeb 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateFeb 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJan 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJan 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJan 2023
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateDec 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateDec 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateNov 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateNov 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateNov 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateOct 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateOct 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateSep 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateSep 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateSep 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateSep 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateAug 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateAug 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJul 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJul 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJun 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJun 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJun 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateJun 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMay 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMay 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMay 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateApr 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateApr 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateApr 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMar 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMar 2022
Total AUM$361.3M
Discretionary$306.6M
Non-Disc.$54.7M
Employees45
Clients0
DateMar 2022
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateFeb 2022
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJan 2022
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJan 2022
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJan 2022
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateDec 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateNov 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateNov 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateOct 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateSep 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateAug 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateAug 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateAug 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJul 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJul 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJun 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJun 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees45
Clients0
DateJun 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMay 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMay 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMay 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMay 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateApr 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMar 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMar 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateMar 2021
Total AUM$230.8M
Discretionary$198.7M
Non-Disc.$32.1M
Employees16
Clients0
DateFeb 2021
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateFeb 2021
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateFeb 2021
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJan 2021
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateDec 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateDec 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateDec 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateNov 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateNov 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateNov 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateOct 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateOct 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateOct 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateSep 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateSep 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateAug 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateAug 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJul 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJun 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJun 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJun 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJun 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateMay 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateApr 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateApr 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateApr 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateMar 2020
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees16
Clients0
DateJan 2020
Total AUM$119.8M
Discretionary$117.2M
Non-Disc.$2.6M
Employees16
Clients0
DateDec 2019
Total AUM$119.8M
Discretionary$117.2M
Non-Disc.$2.6M
Employees16
Clients0
DateOct 2019
Total AUM$119.8M
Discretionary$117.2M
Non-Disc.$2.6M
Employees16
Clients0
DateMar 2019
Total AUM$119.8M
Discretionary$117.2M
Non-Disc.$2.6M
Employees16
Clients0
DateFeb 2019
Total AUM$111.6M
Discretionary$101.2M
Non-Disc.$10.4M
Employees16
Clients0
DateDec 2018
Total AUM$111.6M
Discretionary$101.2M
Non-Disc.$10.4M
Employees16
Clients0
DateSep 2018
Total AUM$111.6M
Discretionary$101.2M
Non-Disc.$10.4M
Employees16
Clients0
DateJul 2018
Total AUM$111.6M
Discretionary$101.2M
Non-Disc.$10.4M
Employees16
Clients0