ASSET DEDICATION, LLC
CRD #151988 SEC #801-71892 SAN FRANCISCO, CA 866-535-0897
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
7
Clients
101
Accounts
2,002
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.6B | $2.6B | $0 | 7 | 0 |
| Mar 2025 | $2.6B | $2.6B | $0 | 7 | 0 |
| Mar 2024 | $2.5B | $2.5B | $0 | 7 | 0 |
| Sep 2023 | $2.1B | $2.1B | $0 | 13 | 0 |
| Apr 2023 | $2.1B | $2.1B | $0 | 13 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 13 | 0 |
| Mar 2022 | $2B | $2B | $0 | 13 | 0 |
| Jan 2022 | $1.4B | $1.4B | $0 | 11 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 11 | 0 |
| May 2020 | $1.2B | $1.2B | $0 | 11 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 11 | 0 |
| Mar 2019 | $990.8M | $990.8M | $0 | 9 | 0 |
| Mar 2018 | $857.6M | $857.6M | $0 | 7 | 0 |
| Nov 2017 | $594.5M | $594.5M | $0 | 7 | 0 |
| Oct 2017 | $594.5M | $594.5M | $0 | 7 | 0 |
| Jun 2017 | $594.5M | $594.5M | $0 | 7 | 700 |
| May 2017 | $594.5M | $594.5M | $0 | 7 | 700 |
| May 2017 | $594.5M | $594.5M | $0 | 7 | 700 |
| Mar 2017 | $594.5M | $594.5M | $0 | 7 | 700 |
| Dec 2016 | $455.7M | $455.7M | $0 | 7 | 400 |
| Mar 2016 | $455.7M | $455.7M | $0 | 7 | 400 |
| Oct 2015 | $296.2M | $296.2M | $0 | 5 | 400 |
| Apr 2015 | $296.2M | $296.2M | $0 | 5 | 400 |
| Mar 2015 | $296.2M | $296.2M | $0 | 5 | 400 |
| Mar 2015 | $296.2M | $296.2M | $0 | 5 | 400 |
| Aug 2014 | $241.5M | $241.5M | $0 | 5 | 392 |
| Jul 2014 | $241.5M | $241.5M | $0 | 5 | 392 |
| Apr 2014 | $241.5M | $241.5M | $0 | 5 | 392 |
| Mar 2014 | $241.5M | $241.5M | $0 | 5 | 392 |
| May 2013 | $160.5M | $160.5M | $0 | 5 | 414 |
| Apr 2013 | $160.5M | $160.5M | $0 | 5 | 414 |
| Mar 2013 | $160.5M | $160.5M | $0 | 5 | 414 |
| Nov 2012 | $91.2M | $91.2M | $0 | 6 | 120 |
| Mar 2012 | $91.2M | $91.2M | $0 | 1 | 120 |
| Feb 2012 | $78.6M | $78.6M | $0 | 1 | 120 |
| May 2011 | $57.5M | $57.5M | $0 | 5 | -- |
| Mar 2011 | $57.5M | $57.5M | $0 | 5 | -- |
| Jan 2011 | $27.5M | $27.5M | $0 | 5 | -- |
| Nov 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Oct 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Oct 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Oct 2010 | $27.5M | $27.5M | $0 | 5 | -- |
DateApr 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees13
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$990.8M
Discretionary$990.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$857.6M
Discretionary$857.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients700
DateMay 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients700
DateMay 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients700
DateMar 2017
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees7
Clients700
DateDec 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees7
Clients400
DateMar 2016
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees7
Clients400
DateOct 2015
Total AUM$296.2M
Discretionary$296.2M
Non-Disc.$0
Employees5
Clients400
DateApr 2015
Total AUM$296.2M
Discretionary$296.2M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$296.2M
Discretionary$296.2M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$296.2M
Discretionary$296.2M
Non-Disc.$0
Employees5
Clients400
DateAug 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees5
Clients392
DateJul 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees5
Clients392
DateApr 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees5
Clients392
DateMar 2014
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees5
Clients392
DateMay 2013
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees5
Clients414
DateApr 2013
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees5
Clients414
DateMar 2013
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees5
Clients414
DateNov 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees6
Clients120
DateMar 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees1
Clients120
DateFeb 2012
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees1
Clients120
DateMay 2011
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--