CS PLANNING CORP
CRD #149937 SEC #801-70381 PORTLAND, OR 503-292-5853
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
60
Clients
1
Accounts
6,132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| Dec 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| Nov 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| Sep 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| Jul 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| Jul 2025 | $1.3B | $1.3B | $0 | 60 | 6 |
| May 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| May 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Apr 2025 | $1.3B | $1.3B | $0 | 59 | 6 |
| Mar 2025 | $957.9M | $957.9M | $0 | 59 | 6 |
| Jan 2025 | $957.9M | $957.9M | $0 | 59 | 6 |
| Dec 2024 | $957.9M | $957.9M | $0 | 59 | 6 |
| Dec 2024 | $957.9M | $957.9M | $0 | 59 | 6 |
| Nov 2024 | $957.9M | $957.9M | $0 | 58 | 6 |
| Oct 2024 | $957.9M | $957.9M | $0 | 58 | 6 |
| Aug 2024 | $957.9M | $957.9M | $0 | 58 | 6 |
| May 2024 | $957.9M | $957.9M | $0 | 58 | 6 |
| Mar 2024 | $957.9M | $957.9M | $0 | 58 | 6 |
| Feb 2024 | $542.6M | $542.6M | $0 | 48 | 150 |
| Dec 2023 | $542.6M | $542.6M | $0 | 48 | 150 |
| Dec 2023 | $542.6M | $542.6M | $0 | 48 | 150 |
| Nov 2023 | $542.6M | $542.6M | $0 | 48 | 150 |
| Nov 2023 | $542.6M | $542.6M | $0 | 48 | 150 |
| Nov 2023 | $542.6M | $542.6M | $0 | 48 | 150 |
| Oct 2023 | $542.6M | $542.6M | $0 | 47 | 150 |
| Oct 2023 | $542.6M | $542.6M | $0 | 47 | 150 |
| Aug 2023 | $542.6M | $542.6M | $0 | 47 | 150 |
| Aug 2023 | $542.6M | $542.6M | $0 | 47 | 150 |
| Aug 2023 | $542.6M | $542.6M | $0 | 47 | 150 |
| Jul 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| May 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Apr 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Apr 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Apr 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Apr 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Apr 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Mar 2023 | $542.6M | $542.6M | $0 | 46 | 150 |
| Mar 2023 | $517.5M | $517.5M | $0 | 32 | 95 |
| Mar 2023 | $517.5M | $517.5M | $0 | 32 | 95 |
| Mar 2023 | $517.5M | $517.5M | $0 | 32 | 95 |
| Feb 2023 | $517.5M | $517.5M | $0 | 32 | 95 |
| Jan 2023 | $517.5M | $517.5M | $0 | 32 | 95 |
| Jan 2023 | $517.5M | $517.5M | $0 | 29 | 95 |
| Dec 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Nov 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Oct 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Oct 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Sep 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Sep 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Aug 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Jun 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Jun 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Apr 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Apr 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Apr 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Apr 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Apr 2022 | $517.5M | $517.5M | $0 | 28 | 95 |
| Mar 2022 | $348M | $348M | $0 | 20 | 125 |
| Feb 2022 | $348M | $348M | $0 | 20 | 125 |
| Feb 2022 | $348M | $348M | $0 | 20 | 125 |
| Jan 2022 | $348M | $348M | $0 | 20 | 125 |
| Oct 2021 | $348M | $348M | $0 | 20 | 125 |
| Sep 2021 | $348M | $348M | $0 | 20 | 125 |
| Aug 2021 | $348M | $348M | $0 | 20 | 125 |
| Apr 2021 | $348M | $348M | $0 | 20 | 125 |
| Apr 2021 | $348M | $348M | $0 | 20 | 125 |
| Mar 2021 | $395.4M | $395.4M | $0 | 18 | 0 |
| Jan 2021 | $395.4M | $395.4M | $0 | 18 | 0 |
| Jan 2021 | $395.4M | $395.4M | $0 | 18 | 0 |
| Jan 2021 | $395.4M | $395.4M | $0 | 18 | 0 |
| Nov 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Nov 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Nov 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Oct 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Sep 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Aug 2020 | $395.4M | $395.4M | $0 | 18 | 0 |
| Jul 2020 | $395.4M | $395.4M | $0 | 16 | 0 |
| Jul 2020 | $395.4M | $395.4M | $0 | 16 | 0 |
| Jun 2020 | $395.4M | $395.4M | $0 | 16 | 0 |
| Apr 2020 | $395.4M | $395.4M | $0 | 16 | 0 |
| Jan 2020 | $497.3M | $497.3M | $0 | 18 | 0 |
| Oct 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Oct 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Aug 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Aug 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Aug 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Aug 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Jul 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Apr 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Apr 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Mar 2019 | $497.3M | $497.3M | $0 | 21 | 0 |
| Mar 2019 | $395.7M | $395.7M | $0 | 21 | 0 |
| Feb 2019 | $395.7M | $395.7M | $0 | 21 | 0 |
| Feb 2019 | $395.7M | $395.7M | $0 | 21 | 0 |
| Feb 2019 | $395.7M | $395.7M | $0 | 21 | 0 |
| Dec 2018 | $395.7M | $395.7M | $0 | 21 | 0 |
| Nov 2018 | $395.7M | $395.7M | $0 | 21 | 0 |
| Nov 2018 | $395.7M | $395.7M | $0 | 20 | 0 |
| Oct 2018 | $395.7M | $395.7M | $0 | 20 | 0 |
| Oct 2018 | $395.7M | $395.7M | $0 | 20 | 0 |
| Sep 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Aug 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Aug 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Jun 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Jun 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| May 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Apr 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Apr 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Mar 2018 | $395.7M | $395.7M | $0 | 17 | 0 |
| Feb 2018 | $208.1M | $208.1M | $0 | 16 | 0 |
| Jan 2018 | $208.1M | $208.1M | $0 | 16 | 0 |
| Nov 2017 | $208.1M | $208.1M | $0 | 16 | 0 |
| Oct 2017 | $208.1M | $208.1M | $0 | 16 | 0 |
| Oct 2017 | $208.1M | $208.1M | $0 | 16 | 0 |
| Aug 2017 | $208.1M | $208.1M | $0 | 16 | 800 |
| Mar 2017 | $208.1M | $208.1M | $0 | 16 | 800 |
| Feb 2017 | $208.1M | $208.1M | $0 | 16 | 800 |
| Feb 2017 | $208.1M | $208.1M | $0 | 16 | 800 |
| Feb 2017 | $208.1M | $208.1M | $0 | 16 | 800 |
| Jan 2017 | $108M | $108M | $0 | 16 | 800 |
| Jan 2017 | $108M | $108M | $0 | 16 | 800 |
| Dec 2016 | $108M | $108M | $0 | 16 | 800 |
| Dec 2016 | $108M | $108M | $0 | 16 | 800 |
| Dec 2016 | $108M | $108M | $0 | 16 | 800 |
| Dec 2016 | $108M | $108M | $0 | 16 | 800 |
| Aug 2016 | $108M | $108M | $0 | 16 | 800 |
| Aug 2016 | $108M | $108M | $0 | 16 | 800 |
| Aug 2016 | $108M | $108M | $0 | 16 | 800 |
| Apr 2016 | $108M | $108M | $0 | 16 | 800 |
| Apr 2016 | $108M | $108M | $0 | 16 | 800 |
| Apr 2016 | $108M | $108M | $0 | 16 | 800 |
| Mar 2016 | $68M | $68M | $0 | 16 | 800 |
| Mar 2016 | $68M | $68M | $0 | 13 | 800 |
| Jan 2016 | $199.3M | $170.2M | $29.1M | 13 | 800 |
| Jan 2016 | $199.3M | $170.2M | $29.1M | 13 | 800 |
| Dec 2015 | $199.3M | $170.2M | $29.1M | 13 | 800 |
| Mar 2015 | $199.3M | $170.2M | $29.1M | 13 | 800 |
| Dec 2014 | $179.8M | $156.4M | $23.3M | 13 | 800 |
| Mar 2014 | $179.8M | $156.4M | $23.3M | 13 | 800 |
| Mar 2014 | $179.8M | $156.4M | $23.3M | 13 | 800 |
| Dec 2013 | $151.1M | $133.7M | $17.4M | 13 | 800 |
| Jul 2013 | $151.1M | $133.7M | $17.4M | 13 | 800 |
| Jul 2013 | $151.1M | $133.7M | $17.4M | 13 | 800 |
| May 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| May 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| Apr 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| Apr 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| Apr 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| Mar 2013 | $151.1M | $133.7M | $17.4M | 12 | 800 |
| Jan 2013 | $169M | $117.9M | $51.1M | 15 | 800 |
| Dec 2012 | $169M | $117.9M | $51.1M | 15 | 800 |
| Oct 2012 | $169M | $117.9M | $51.1M | 6 | 800 |
| Jun 2012 | $169M | $117.9M | $51.1M | 6 | 800 |
| Mar 2012 | $169M | $117.9M | $51.1M | 6 | 800 |
| Feb 2012 | $169M | $117.9M | $51.1M | 6 | 800 |
| Nov 2011 | $169M | $117.9M | $51.1M | 6 | 251 |
| Nov 2011 | $169M | $117.9M | $51.1M | 6 | 251 |
| Aug 2011 | $146M | $127M | $19M | 10 | -- |
| Apr 2011 | $146M | $127M | $19M | 10 | -- |
| Mar 2011 | $146M | $127M | $19M | 10 | -- |
| May 2010 | $151.1M | $151.1M | $0 | 10 | -- |
| Mar 2010 | $123M | $123M | $0 | 10 | -- |
| Jun 2009 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees60
Clients6
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees59
Clients6
DateMar 2025
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees59
Clients6
DateJan 2025
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees59
Clients6
DateDec 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees59
Clients6
DateDec 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees59
Clients6
DateNov 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees58
Clients6
DateOct 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees58
Clients6
DateAug 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees58
Clients6
DateMay 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees58
Clients6
DateMar 2024
Total AUM$957.9M
Discretionary$957.9M
Non-Disc.$0
Employees58
Clients6
DateFeb 2024
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateDec 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateDec 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateNov 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateNov 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateNov 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees48
Clients150
DateOct 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees47
Clients150
DateOct 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees47
Clients150
DateAug 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees47
Clients150
DateAug 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees47
Clients150
DateAug 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees47
Clients150
DateJul 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateMay 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateApr 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateApr 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateApr 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateApr 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateApr 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateMar 2023
Total AUM$542.6M
Discretionary$542.6M
Non-Disc.$0
Employees46
Clients150
DateMar 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees32
Clients95
DateMar 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees32
Clients95
DateMar 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees32
Clients95
DateFeb 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees32
Clients95
DateJan 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees32
Clients95
DateJan 2023
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees29
Clients95
DateDec 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateNov 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateOct 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateOct 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateSep 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateSep 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateAug 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateJun 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateJun 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateApr 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateApr 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateApr 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateApr 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateApr 2022
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees28
Clients95
DateMar 2022
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateFeb 2022
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateFeb 2022
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateJan 2022
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateOct 2021
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateSep 2021
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateAug 2021
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateApr 2021
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateApr 2021
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees20
Clients125
DateMar 2021
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateNov 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateNov 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateNov 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateOct 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateSep 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateAug 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees16
Clients0
DateApr 2020
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2020
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateOct 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateJul 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateApr 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateApr 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateFeb 2019
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateFeb 2019
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateFeb 2019
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateDec 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees20
Clients0
DateOct 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees20
Clients0
DateOct 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees20
Clients0
DateSep 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateAug 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateAug 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateApr 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$395.7M
Discretionary$395.7M
Non-Disc.$0
Employees17
Clients0
DateFeb 2018
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients0
DateJan 2018
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients0
DateNov 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients0
DateOct 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients0
DateOct 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients0
DateAug 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients800
DateMar 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients800
DateFeb 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients800
DateFeb 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients800
DateFeb 2017
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees16
Clients800
DateJan 2017
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateJan 2017
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateDec 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateDec 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateDec 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateDec 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateAug 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateAug 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateAug 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateApr 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateApr 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateApr 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees16
Clients800
DateMar 2016
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees16
Clients800
DateMar 2016
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees13
Clients800
DateJan 2016
Total AUM$199.3M
Discretionary$170.2M
Non-Disc.$29.1M
Employees13
Clients800
DateJan 2016
Total AUM$199.3M
Discretionary$170.2M
Non-Disc.$29.1M
Employees13
Clients800
DateDec 2015
Total AUM$199.3M
Discretionary$170.2M
Non-Disc.$29.1M
Employees13
Clients800
DateMar 2015
Total AUM$199.3M
Discretionary$170.2M
Non-Disc.$29.1M
Employees13
Clients800
DateDec 2014
Total AUM$179.8M
Discretionary$156.4M
Non-Disc.$23.3M
Employees13
Clients800
DateMar 2014
Total AUM$179.8M
Discretionary$156.4M
Non-Disc.$23.3M
Employees13
Clients800
DateMar 2014
Total AUM$179.8M
Discretionary$156.4M
Non-Disc.$23.3M
Employees13
Clients800
DateDec 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees13
Clients800
DateJul 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees13
Clients800
DateJul 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees13
Clients800
DateMay 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateMay 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateApr 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateApr 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateApr 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateMar 2013
Total AUM$151.1M
Discretionary$133.7M
Non-Disc.$17.4M
Employees12
Clients800
DateJan 2013
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees15
Clients800
DateDec 2012
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees15
Clients800
DateOct 2012
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients800
DateJun 2012
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients800
DateMar 2012
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients800
DateFeb 2012
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients800
DateNov 2011
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients251
DateNov 2011
Total AUM$169M
Discretionary$117.9M
Non-Disc.$51.1M
Employees6
Clients251
DateAug 2011
Total AUM$146M
Discretionary$127M
Non-Disc.$19M
Employees10
Clients--
DateApr 2011
Total AUM$146M
Discretionary$127M
Non-Disc.$19M
Employees10
Clients--
DateMar 2011
Total AUM$146M
Discretionary$127M
Non-Disc.$19M
Employees10
Clients--
DateMay 2010
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--