SITZMANN LAVIS WHITE, LLC
Legal name: SLW RETIREMENT PLAN ADVISORS
CRD #146478 SEC #801-69588 LAFAYETTE, CA 925.282.2260
SEC Registered
Total AUM
--
Discretionary
--
Employees
8
Clients
51
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $290M | $0 | $290M | 9 | 26 |
| Jan 2015 | $290M | $0 | $290M | 9 | 26 |
| Feb 2014 | $366M | $0 | $366M | 10 | 11 |
| Mar 2013 | $105M | $0 | $105M | 3 | 11 |
| Jul 2012 | $112M | $0 | $112M | 1 | 11 |
| Mar 2012 | $112M | $0 | $112M | 1 | 11 |
| Dec 2011 | $112M | $0 | $112M | 1 | 1 |
| Mar 2011 | $71.5M | $0 | $71.5M | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateMay 2015
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees9
Clients26
DateJan 2015
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees9
Clients26
DateFeb 2014
Total AUM$366M
Discretionary$0
Non-Disc.$366M
Employees10
Clients11
DateMar 2013
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees3
Clients11
DateJul 2012
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees1
Clients11
DateMar 2012
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees1
Clients11
DateDec 2011
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees1
Clients1
DateMar 2011
Total AUM$71.5M
Discretionary$0
Non-Disc.$71.5M
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--