CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD #148892 SEC #801-79808 FORT MYERS, FL 239-482-8002
SEC Registered
Total AUM
$478M
Discretionary
$453M
Employees
6
Clients
--
Accounts
101
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $478M | $453M | $25M | 6 | 0 |
| Jun 2020 | $453M | $432M | $21M | 5 | 0 |
| Mar 2020 | $453M | $432M | $21M | 5 | 0 |
| Mar 2019 | $375.5M | $347.1M | $28.4M | 5 | 0 |
| Mar 2018 | $351.6M | $326.9M | $24.7M | 6 | 0 |
| Mar 2017 | $285.3M | $241.3M | $44M | 7 | 26 |
| Mar 2016 | $268.3M | $222M | $46.3M | 7 | 26 |
| Mar 2015 | $239.6M | $212.5M | $27.1M | 7 | 26 |
| May 2014 | $202.8M | $153.9M | $48.9M | 7 | 26 |
| May 2014 | $202.8M | $153.9M | $48.9M | 7 | 26 |
DateMar 2021
Total AUM$478M
Discretionary$453M
Non-Disc.$25M
Employees6
Clients0
DateJun 2020
Total AUM$453M
Discretionary$432M
Non-Disc.$21M
Employees5
Clients0
DateMar 2020
Total AUM$453M
Discretionary$432M
Non-Disc.$21M
Employees5
Clients0
DateMar 2019
Total AUM$375.5M
Discretionary$347.1M
Non-Disc.$28.4M
Employees5
Clients0
DateMar 2018
Total AUM$351.6M
Discretionary$326.9M
Non-Disc.$24.7M
Employees6
Clients0
DateMar 2017
Total AUM$285.3M
Discretionary$241.3M
Non-Disc.$44M
Employees7
Clients26
DateMar 2016
Total AUM$268.3M
Discretionary$222M
Non-Disc.$46.3M
Employees7
Clients26
DateMar 2015
Total AUM$239.6M
Discretionary$212.5M
Non-Disc.$27.1M
Employees7
Clients26
DateMay 2014
Total AUM$202.8M
Discretionary$153.9M
Non-Disc.$48.9M
Employees7
Clients26
DateMay 2014
Total AUM$202.8M
Discretionary$153.9M
Non-Disc.$48.9M
Employees7
Clients26