ADVISORY SERVICES NETWORK, LLC
Legal name: ADVISORY SERVICES NETWORK
CRD #146051 SEC #801-71112 ATLANTA, GA 770-352-0449
SEC Registered
Total AUM
$8.6B
Discretionary
$8.5B
Employees
215
Clients
101
Accounts
27,513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Dec 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Nov 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Oct 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Sep 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Aug 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Aug 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Aug 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Aug 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Jul 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Jul 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Jul 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Jun 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Jun 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Apr 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Mar 2025 | $8.6B | $8.5B | $106.4M | 215 | 115 |
| Mar 2025 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Mar 2025 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Feb 2025 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Jan 2025 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Jan 2025 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Dec 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Dec 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Nov 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Nov 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Oct 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Sep 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Sep 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Aug 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Aug 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Jun 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| May 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Apr 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Apr 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Mar 2024 | $6.8B | $6.7B | $86.6M | 215 | 44 |
| Feb 2024 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Feb 2024 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Jan 2024 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Jan 2024 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Sep 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Aug 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Jun 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Jun 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Jun 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Mar 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Mar 2023 | $5.8B | $5.7B | $84.9M | 212 | 49 |
| Nov 2022 | $5.7B | $5.6B | $111.5M | 212 | 43 |
| Aug 2022 | $5.7B | $5.6B | $111.5M | 212 | 43 |
| Jun 2022 | $5.7B | $5.6B | $111.5M | 212 | 43 |
| Mar 2022 | $5.7B | $5.6B | $111.5M | 212 | 43 |
| Jan 2022 | $4.4B | $4.3B | $90.6M | 172 | 42 |
| Sep 2021 | $4.4B | $4.3B | $90.6M | 172 | 42 |
| Aug 2021 | $4.4B | $4.3B | $90.6M | 172 | 42 |
| Aug 2021 | $4.4B | $4.3B | $90.6M | 172 | 42 |
| Mar 2021 | $4.4B | $4.3B | $90.6M | 172 | 42 |
| Feb 2021 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Jan 2021 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Nov 2020 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Jul 2020 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Jun 2020 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Mar 2020 | $3.6B | $3.5B | $95.2M | 162 | 21 |
| Dec 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| Jul 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| Jun 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| May 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| May 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| Apr 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| Mar 2019 | $2.5B | $2.4B | $72.2M | 132 | 23 |
| Feb 2019 | $2B | $1.9B | $82.3M | 110 | 58 |
| Feb 2019 | $2B | $1.9B | $82.3M | 110 | 58 |
| Jan 2019 | $2B | $1.9B | $82.3M | 110 | 58 |
| Aug 2018 | $2B | $1.9B | $82.3M | 110 | 58 |
| Aug 2018 | $2B | $1.9B | $82.3M | 110 | 58 |
| May 2018 | $2B | $1.9B | $82.3M | 110 | 58 |
| Mar 2018 | $2B | $1.9B | $82.3M | 110 | 58 |
| Mar 2018 | $2B | $1.9B | $82.3M | 110 | 58 |
| Feb 2018 | $1.1B | $1B | $59.9M | 87 | 58 |
| Feb 2018 | $1.1B | $1B | $59.9M | 87 | 58 |
| Sep 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| Sep 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| May 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| Apr 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| Mar 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| Mar 2017 | $1.1B | $1B | $59.9M | 87 | 3,600 |
| Feb 2017 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| Oct 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| Jul 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| May 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| May 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| May 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| Apr 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| Mar 2016 | $734.3M | $697.6M | $36.7M | 68 | 2,300 |
| Nov 2015 | $798.2M | $707.4M | $90.8M | 49 | 2,300 |
| Sep 2015 | $798.2M | $707.4M | $90.8M | 49 | 2,300 |
| Jul 2015 | $798.2M | $707.4M | $90.8M | 49 | 2,300 |
| Jun 2015 | $798.2M | $707.4M | $90.8M | 49 | 2,300 |
| Mar 2015 | $798.2M | $707.4M | $90.8M | 49 | 2,300 |
| Jan 2015 | $620.9M | $602.2M | $18.6M | 53 | 1,300 |
| Dec 2014 | $620.9M | $602.2M | $18.6M | 53 | 1,300 |
| Apr 2014 | $620.9M | $602.2M | $18.6M | 53 | 1,300 |
| Apr 2014 | $620.9M | $602.2M | $18.6M | 53 | 1,300 |
| Mar 2014 | $620.9M | $602.2M | $18.6M | 53 | 1,300 |
| Feb 2014 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Nov 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Sep 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Jul 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Jul 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Jun 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| May 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Apr 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Apr 2013 | $394.7M | $389.3M | $5.3M | 36 | 300 |
| Jan 2013 | $341.1M | $334.5M | $6.5M | 24 | 300 |
| Nov 2012 | $341.1M | $334.5M | $6.5M | 24 | 300 |
| Oct 2012 | $341.1M | $334.5M | $6.5M | 1 | 300 |
| Oct 2012 | $341.1M | $334.5M | $6.5M | 1 | 300 |
| Aug 2012 | $200.4M | $193.8M | $6.5M | 1 | 300 |
| Jul 2012 | $200.4M | $193.8M | $6.5M | 1 | 300 |
| Jun 2012 | $154.1M | $148.2M | $5.9M | 1 | 300 |
| Apr 2012 | $154.1M | $148.2M | $5.9M | 1 | 300 |
| Apr 2012 | $154.1M | $148.2M | $5.9M | 1 | 300 |
| Mar 2012 | $154.1M | $148.2M | $5.9M | 1 | 300 |
| Dec 2011 | $95.1M | $94.9M | $203K | 1 | 26 |
| Dec 2011 | $95.1M | $94.9M | $203K | 1 | 26 |
| Aug 2011 | $50M | $49.8M | $203K | 5 | -- |
| Aug 2011 | $50M | $49.8M | $203K | 5 | -- |
| Jul 2011 | $39.2M | $39.1M | $50.6K | 5 | -- |
| Jun 2011 | $25.2M | $25.2M | $0 | 5 | -- |
| May 2011 | $18.8M | $18.8M | $0 | 5 | -- |
| Apr 2011 | $18.8M | $18.8M | $0 | 5 | -- |
| Apr 2011 | $18.8M | $18.8M | $0 | 5 | -- |
| Mar 2011 | $18.8M | $18.8M | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateDec 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateNov 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateOct 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateSep 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateAug 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateAug 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateAug 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateAug 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateJul 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateJul 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateJul 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateJun 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateJun 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateApr 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateMar 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$106.4M
Employees215
Clients115
DateMar 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateMar 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateFeb 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateJan 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateJan 2025
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateDec 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateDec 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateNov 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateNov 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateOct 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateSep 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateSep 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateAug 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateAug 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateJun 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateMay 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateApr 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateApr 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateMar 2024
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$86.6M
Employees215
Clients44
DateFeb 2024
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateFeb 2024
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateJan 2024
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateJan 2024
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateSep 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateAug 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateJun 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateJun 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateJun 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateMar 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateMar 2023
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$84.9M
Employees212
Clients49
DateNov 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$111.5M
Employees212
Clients43
DateAug 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$111.5M
Employees212
Clients43
DateJun 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$111.5M
Employees212
Clients43
DateMar 2022
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$111.5M
Employees212
Clients43
DateJan 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$90.6M
Employees172
Clients42
DateSep 2021
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$90.6M
Employees172
Clients42
DateAug 2021
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$90.6M
Employees172
Clients42
DateAug 2021
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$90.6M
Employees172
Clients42
DateMar 2021
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$90.6M
Employees172
Clients42
DateFeb 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateJan 2021
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateNov 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateJul 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateJun 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateMar 2020
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$95.2M
Employees162
Clients21
DateDec 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateJul 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateJun 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateMay 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateMay 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateApr 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateMar 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$72.2M
Employees132
Clients23
DateFeb 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateFeb 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateJan 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateAug 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateAug 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateMay 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateMar 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateMar 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$82.3M
Employees110
Clients58
DateFeb 2018
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients58
DateFeb 2018
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients58
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateSep 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateMay 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateApr 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateMar 2017
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.9M
Employees87
Clients3,600
DateFeb 2017
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateOct 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateJul 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateMay 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateMay 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateMay 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateApr 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateMar 2016
Total AUM$734.3M
Discretionary$697.6M
Non-Disc.$36.7M
Employees68
Clients2,300
DateNov 2015
Total AUM$798.2M
Discretionary$707.4M
Non-Disc.$90.8M
Employees49
Clients2,300
DateSep 2015
Total AUM$798.2M
Discretionary$707.4M
Non-Disc.$90.8M
Employees49
Clients2,300
DateJul 2015
Total AUM$798.2M
Discretionary$707.4M
Non-Disc.$90.8M
Employees49
Clients2,300
DateJun 2015
Total AUM$798.2M
Discretionary$707.4M
Non-Disc.$90.8M
Employees49
Clients2,300
DateMar 2015
Total AUM$798.2M
Discretionary$707.4M
Non-Disc.$90.8M
Employees49
Clients2,300
DateJan 2015
Total AUM$620.9M
Discretionary$602.2M
Non-Disc.$18.6M
Employees53
Clients1,300
DateDec 2014
Total AUM$620.9M
Discretionary$602.2M
Non-Disc.$18.6M
Employees53
Clients1,300
DateApr 2014
Total AUM$620.9M
Discretionary$602.2M
Non-Disc.$18.6M
Employees53
Clients1,300
DateApr 2014
Total AUM$620.9M
Discretionary$602.2M
Non-Disc.$18.6M
Employees53
Clients1,300
DateMar 2014
Total AUM$620.9M
Discretionary$602.2M
Non-Disc.$18.6M
Employees53
Clients1,300
DateFeb 2014
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateNov 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateSep 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateJul 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateJul 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateJun 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateMay 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateApr 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateApr 2013
Total AUM$394.7M
Discretionary$389.3M
Non-Disc.$5.3M
Employees36
Clients300
DateJan 2013
Total AUM$341.1M
Discretionary$334.5M
Non-Disc.$6.5M
Employees24
Clients300
DateNov 2012
Total AUM$341.1M
Discretionary$334.5M
Non-Disc.$6.5M
Employees24
Clients300
DateOct 2012
Total AUM$341.1M
Discretionary$334.5M
Non-Disc.$6.5M
Employees1
Clients300
DateOct 2012
Total AUM$341.1M
Discretionary$334.5M
Non-Disc.$6.5M
Employees1
Clients300
DateAug 2012
Total AUM$200.4M
Discretionary$193.8M
Non-Disc.$6.5M
Employees1
Clients300
DateJul 2012
Total AUM$200.4M
Discretionary$193.8M
Non-Disc.$6.5M
Employees1
Clients300
DateJun 2012
Total AUM$154.1M
Discretionary$148.2M
Non-Disc.$5.9M
Employees1
Clients300
DateApr 2012
Total AUM$154.1M
Discretionary$148.2M
Non-Disc.$5.9M
Employees1
Clients300
DateApr 2012
Total AUM$154.1M
Discretionary$148.2M
Non-Disc.$5.9M
Employees1
Clients300
DateMar 2012
Total AUM$154.1M
Discretionary$148.2M
Non-Disc.$5.9M
Employees1
Clients300
DateDec 2011
Total AUM$95.1M
Discretionary$94.9M
Non-Disc.$203K
Employees1
Clients26
DateDec 2011
Total AUM$95.1M
Discretionary$94.9M
Non-Disc.$203K
Employees1
Clients26
DateAug 2011
Total AUM$50M
Discretionary$49.8M
Non-Disc.$203K
Employees5
Clients--
DateAug 2011
Total AUM$50M
Discretionary$49.8M
Non-Disc.$203K
Employees5
Clients--
DateJul 2011
Total AUM$39.2M
Discretionary$39.1M
Non-Disc.$50.6K
Employees5
Clients--
DateJun 2011
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$18.8M
Discretionary$18.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--