FILIGREE ADVISORS LLC
Legal name: FILIGREE ADVISORS
CRD #146284 SEC #801-79253 LAKE OSWEGO, OR 503-496-3230
SEC Registered
Total AUM
$117M
Discretionary
$117M
Employees
4
Clients
0
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $125.6M | $125.6M | $0 | 4 | 26 |
| Jan 2015 | $125.6M | $125.6M | $0 | 4 | 26 |
| Mar 2014 | $117M | $117M | $0 | 4 | 26 |
| Feb 2014 | $117M | $117M | $0 | 4 | 26 |
| Apr 2012 | $68M | $68M | $0 | 1 | 26 |
| Apr 2012 | $68M | $68M | $0 | 1 | 26 |
| Feb 2012 | $68M | $68M | $0 | 1 | 26 |
| Feb 2012 | $68M | $68M | $0 | 1 | 26 |
| May 2011 | $71M | $71M | $0 | 5 | -- |
| Apr 2011 | $71M | $71M | $0 | 5 | -- |
| Sep 2010 | $56.3M | $56.3M | $0 | 5 | -- |
| Aug 2010 | $56.3M | $56.3M | $0 | 5 | -- |
| Jun 2010 | $55.4M | $55.4M | $0 | 5 | -- |
| May 2010 | $55.4M | $55.4M | $0 | 5 | -- |
| Feb 2009 | $47.9M | $47.9M | $0 | 5 | -- |
| Sep 2008 | $25.2M | $25.2M | $0 | 5 | -- |
DateApr 2015
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees4
Clients26
DateApr 2012
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients--