VELLUM FINANCIAL, LLC
CRD #149909 SEC #801-70489 ARROYO GRANDE, CA (805) 546-1000
SEC Registered
Total AUM
$40.7M
Discretionary
$40.7M
Employees
9
Clients
1
Accounts
269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2017 | $40.7M | $40.7M | $0 | 9 | 100 |
| Mar 2017 | $40.7M | $40.7M | $0 | 9 | 100 |
| Feb 2016 | $158.3M | $152.9M | $5.5M | 14 | 400 |
| Oct 2015 | $143.2M | $137.6M | $5.6M | 14 | 400 |
| Aug 2015 | $143.2M | $137.6M | $5.6M | 14 | 400 |
| Jun 2015 | $143.2M | $137.6M | $5.6M | 13 | 400 |
| Apr 2015 | $143.2M | $137.6M | $5.6M | 11 | 400 |
| Feb 2015 | $143.2M | $137.6M | $5.6M | 11 | 400 |
| Jan 2015 | $143.2M | $137.6M | $5.6M | 11 | 400 |
| Jun 2014 | $110.8M | $106.1M | $4.7M | 8 | 300 |
| May 2014 | $110.8M | $106.1M | $4.7M | 8 | 300 |
| May 2014 | $110.8M | $106.1M | $4.7M | 8 | 300 |
| Apr 2014 | $110.8M | $106.1M | $4.7M | 8 | 300 |
| Apr 2014 | $110.8M | $106.1M | $4.7M | 8 | 300 |
| Feb 2014 | $158M | $158M | $0 | 7 | 400 |
| Oct 2013 | $158M | $158M | $0 | 7 | 400 |
| Oct 2013 | $158M | $158M | $0 | 5 | 400 |
| Oct 2013 | $158M | $158M | $0 | 5 | 400 |
| Mar 2013 | $158M | $158M | $0 | 5 | 400 |
| Nov 2012 | $123.5M | $123.5M | $0 | 4 | 900 |
| Aug 2012 | $123.5M | $123.5M | $0 | 1 | 900 |
| May 2012 | $123.5M | $123.5M | $0 | 1 | 900 |
| Apr 2012 | $123.5M | $123.5M | $0 | 1 | 900 |
| Mar 2012 | $123.5M | $123.5M | $0 | 1 | 900 |
| Mar 2011 | $76.3M | $71.3M | $5M | 5 | -- |
| Jan 2011 | $72.1M | $63.1M | $9M | 5 | -- |
| Oct 2010 | $72.1M | $63.1M | $9M | 5 | -- |
| Aug 2010 | $72.1M | $63.1M | $9M | 5 | -- |
| May 2010 | $30M | $24M | $6M | 5 | -- |
DateMay 2017
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees9
Clients100
DateMar 2017
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees9
Clients100
DateFeb 2016
Total AUM$158.3M
Discretionary$152.9M
Non-Disc.$5.5M
Employees14
Clients400
DateOct 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees14
Clients400
DateAug 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees14
Clients400
DateJun 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees13
Clients400
DateApr 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees11
Clients400
DateFeb 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees11
Clients400
DateJan 2015
Total AUM$143.2M
Discretionary$137.6M
Non-Disc.$5.6M
Employees11
Clients400
DateJun 2014
Total AUM$110.8M
Discretionary$106.1M
Non-Disc.$4.7M
Employees8
Clients300
DateMay 2014
Total AUM$110.8M
Discretionary$106.1M
Non-Disc.$4.7M
Employees8
Clients300
DateMay 2014
Total AUM$110.8M
Discretionary$106.1M
Non-Disc.$4.7M
Employees8
Clients300
DateApr 2014
Total AUM$110.8M
Discretionary$106.1M
Non-Disc.$4.7M
Employees8
Clients300
DateApr 2014
Total AUM$110.8M
Discretionary$106.1M
Non-Disc.$4.7M
Employees8
Clients300
DateFeb 2014
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees7
Clients400
DateOct 2013
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees7
Clients400
DateOct 2013
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees5
Clients400
DateOct 2013
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees5
Clients400
DateNov 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees4
Clients900
DateAug 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees1
Clients900
DateMay 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees1
Clients900
DateApr 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees1
Clients900
DateMar 2012
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees1
Clients900
DateMar 2011
Total AUM$76.3M
Discretionary$71.3M
Non-Disc.$5M
Employees5
Clients--
DateJan 2011
Total AUM$72.1M
Discretionary$63.1M
Non-Disc.$9M
Employees5
Clients--
DateOct 2010
Total AUM$72.1M
Discretionary$63.1M
Non-Disc.$9M
Employees5
Clients--
DateAug 2010
Total AUM$72.1M
Discretionary$63.1M
Non-Disc.$9M
Employees5
Clients--
DateMay 2010
Total AUM$30M
Discretionary$24M
Non-Disc.$6M
Employees5
Clients--