ANLYAN & HIVELY PRIVATE CLIENT GROUP, LLC
CRD #150580 SEC #801-70436 WILMINGTON, NC 888-223-2979
SEC Registered
Total AUM
$110.6M
Discretionary
$106.2M
Employees
5
Clients
1
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $110.6M | $106.2M | $4.5M | 5 | 100 |
| Oct 2016 | $125.9M | $117.3M | $8.6M | 5 | 100 |
| Aug 2016 | $125.9M | $117.3M | $8.6M | 5 | 100 |
| Jun 2016 | $125.9M | $117.3M | $8.6M | 5 | 100 |
| Mar 2016 | $125.9M | $117.3M | $8.6M | 5 | 100 |
| Mar 2015 | $147.4M | $137.2M | $10.2M | 5 | 100 |
| Mar 2014 | $155.2M | $143.8M | $11.4M | 5 | 200 |
| Aug 2013 | $127.3M | $101.3M | $26.1M | 6 | 135 |
| Mar 2013 | $127.3M | $101.3M | $26.1M | 6 | 135 |
| Mar 2012 | $110M | $80M | $30M | 1 | 140 |
| Mar 2011 | $69M | $69M | $0 | 5 | -- |
| Oct 2010 | $71.5M | $71.5M | $0 | 5 | -- |
| Mar 2010 | $71.5M | $71.5M | $0 | 5 | -- |
DateFeb 2017
Total AUM$110.6M
Discretionary$106.2M
Non-Disc.$4.5M
Employees5
Clients100
DateOct 2016
Total AUM$125.9M
Discretionary$117.3M
Non-Disc.$8.6M
Employees5
Clients100
DateAug 2016
Total AUM$125.9M
Discretionary$117.3M
Non-Disc.$8.6M
Employees5
Clients100
DateJun 2016
Total AUM$125.9M
Discretionary$117.3M
Non-Disc.$8.6M
Employees5
Clients100
DateMar 2016
Total AUM$125.9M
Discretionary$117.3M
Non-Disc.$8.6M
Employees5
Clients100
DateMar 2015
Total AUM$147.4M
Discretionary$137.2M
Non-Disc.$10.2M
Employees5
Clients100
DateMar 2014
Total AUM$155.2M
Discretionary$143.8M
Non-Disc.$11.4M
Employees5
Clients200
DateAug 2013
Total AUM$127.3M
Discretionary$101.3M
Non-Disc.$26.1M
Employees6
Clients135
DateMar 2013
Total AUM$127.3M
Discretionary$101.3M
Non-Disc.$26.1M
Employees6
Clients135
DateMar 2012
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees1
Clients140
DateMar 2011
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees5
Clients--