ELLIOTT-LEDGERWOOD & COMPANY
Legal name: SOUTH VALLEY WEALTH MANAGEMENT
CRD #14797 SEC #801-61535 KLAMATH FALLS, OR 541-882-5488
SEC Registered Broker-Dealer
Total AUM
$85.9M
Discretionary
$46.8M
Employees
11
Clients
1
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $85.9M | $46.8M | $39.1M | 11 | 200 |
| Mar 2012 | $85.9M | $46.8M | $39.1M | 11 | 200 |
| Mar 2011 | $86.2M | $47.3M | $38.9M | -- | -- |
| Mar 2011 | $86.2M | $47.3M | $38.9M | -- | -- |
| Mar 2009 | $67.6M | $38.2M | $29.4M | -- | -- |
| Mar 2008 | $89.5M | $44.7M | $44.8M | -- | -- |
| Feb 2007 | $65.4M | $45.3M | $20.1M | -- | -- |
| Feb 2006 | $60.5M | $43.5M | $17M | -- | -- |
| Sep 2005 | $56.2M | $40M | $16.2M | -- | -- |
| May 2004 | $55.9M | $40.8M | $15.1M | -- | -- |
| May 2004 | $55.9M | $40.8M | $15.1M | -- | -- |
DateMay 2012
Total AUM$85.9M
Discretionary$46.8M
Non-Disc.$39.1M
Employees11
Clients200
DateMar 2012
Total AUM$85.9M
Discretionary$46.8M
Non-Disc.$39.1M
Employees11
Clients200
DateMar 2011
Total AUM$86.2M
Discretionary$47.3M
Non-Disc.$38.9M
Employees--
Clients--
DateMar 2011
Total AUM$86.2M
Discretionary$47.3M
Non-Disc.$38.9M
Employees--
Clients--
DateMar 2009
Total AUM$67.6M
Discretionary$38.2M
Non-Disc.$29.4M
Employees--
Clients--
DateMar 2008
Total AUM$89.5M
Discretionary$44.7M
Non-Disc.$44.8M
Employees--
Clients--
DateFeb 2007
Total AUM$65.4M
Discretionary$45.3M
Non-Disc.$20.1M
Employees--
Clients--
DateFeb 2006
Total AUM$60.5M
Discretionary$43.5M
Non-Disc.$17M
Employees--
Clients--
DateSep 2005
Total AUM$56.2M
Discretionary$40M
Non-Disc.$16.2M
Employees--
Clients--
DateMay 2004
Total AUM$55.9M
Discretionary$40.8M
Non-Disc.$15.1M
Employees--
Clients--
DateMay 2004
Total AUM$55.9M
Discretionary$40.8M
Non-Disc.$15.1M
Employees--
Clients--