FOLIOMETRIX, LLC
CRD #150084 SEC #801-70394 OMAHA, NE 888-952-4807
SEC Registered
Total AUM
$26.9M
Discretionary
$26.9M
Employees
1
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $312.5M | $312.5M | $0 | 14 | 11 |
| May 2015 | $312.5M | $312.5M | $0 | 15 | 11 |
| Mar 2015 | $255.9M | $255.9M | $0 | 13 | 11 |
| Jul 2014 | $134M | $134M | $0 | 15 | 11 |
| May 2014 | $134M | $134M | $0 | 15 | 11 |
| Mar 2014 | $134M | $134M | $0 | 15 | 11 |
| Oct 2013 | $76.3M | $76.3M | $0 | 9 | 1 |
| May 2013 | $76.3M | $76.3M | $0 | 9 | 1 |
| May 2013 | $76.3M | $76.3M | $0 | 9 | 1 |
| Mar 2013 | $44.8M | $44.8M | $0 | 9 | 1 |
| Apr 2012 | $26.9M | $26.9M | $0 | 1 | 1 |
| Mar 2012 | $26.9M | $26.9M | $0 | 1 | 1 |
| Aug 2011 | $24.5M | $24.5M | $0 | 5 | -- |
| Feb 2011 | $16M | $16M | $0 | 5 | -- |
| Dec 2010 | $16M | $16M | $0 | 5 | -- |
| Nov 2010 | $14M | $14M | $0 | 5 | -- |
| Sep 2010 | $14M | $14M | $0 | 5 | -- |
DateJun 2015
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees14
Clients11
DateMay 2015
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees15
Clients11
DateMar 2015
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees13
Clients11
DateJul 2014
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees15
Clients11
DateMay 2014
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees15
Clients11
DateMar 2014
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees15
Clients11
DateOct 2013
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees9
Clients1
DateMay 2013
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees9
Clients1
DateMay 2013
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees9
Clients1
DateMar 2013
Total AUM$44.8M
Discretionary$44.8M
Non-Disc.$0
Employees9
Clients1
DateApr 2012
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$24.5M
Discretionary$24.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees5
Clients--